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    Breaking news and analysis from the financial markets

    Aug 14, 2026 · Fri

    Cisco Just Finished the Best Year in Its History and Guided $1.3 Billion Above Estimates. The Stock Fell 10%.

    Why did Cisco stock fall 10% despite record Q4 earnings and strong guidance? Explore how AI hardware growth sparked unexpected gross margin compression.

    Aug 13, 2026 · Thu

    CoreWeave's Revenue Doubled and the Stock Jumped 21%. Its Debt Grew by $12 Billion in Three Months.

    July CPI brought relief to Wall Street, but CoreWeave’s soaring $104B backlog and heavy debt stole the show. Read our breakdown of the latest AI market trends.

    Aug 12, 2026 · Wed

    Riot Just Signed a $9.1 Billion Lease With Anthropic. The Stock Round-Tripped by Lunch.

    Looking past the headlines in M&A: Get the real numbers behind target pricing, actual spread math, and potential price-per-share upside in 3 top deals.

    Aug 11, 2026 · Tue

    Newmont Just Paid Barrick $1.95 Billion. Newmont's Stock Went Up.

    Barrick and Newmont settle their $1.95B Nevada desert feud—so why did Barrick stock plunge while Newmont rallied? A deep dive into Q2 costs and margins.

    Aug 10, 2026 · Mon

    Gold Just Had Its Best Week Since January. It's Still $1,250 Below Its January High.

    Gold surges over 5% in its best week since January as weak jobs data shifts Fed rate odds. Plus, central bank buying jumps and Barrick prepares to report earnin

    Aug 9, 2026 · Sun

    Memory Prices Rose As Much As 63% Last Quarter. Now the Forecast Is 15%.

    Memory price growth slows as PC buyers hit affordability limits, even as SK Hynix invests billions. Meanwhile, payrolls drop and record stocks await CPI.

    Aug 8, 2026 · Sat

    The Economy Lost 23,000 Jobs. The S&P 500 Closed at a Record High.

    July payrolls unexpectedly fell by 23K, yet the S&P 500 hit a new record. Discover how weak labor data, tech gains, and SpaceX fueled a major market rally.

    Aug 7, 2026 · Fri

    SanDisk's Earnings Went From 29 Cents a Share to $39.25. The Stock Fell 8%.

    SanDisk stock drops despite record earnings, Tesla and SpaceX unveil a $16.8B chip plant, and markets await payrolls. Read today's full market breakdown.

    Aug 6, 2026 · Thu

    AMD's Data Center Revenue Just Doubled. The Stock Fell 10%.

    Dow hits record 54K despite AMD dropping post-earnings on gross margin miss. Plus, ADP jobs data slows, oil dips on Hormuz deal, and EA goes private.

    Aug 5, 2026 · Wed

    Palantir Just Posted Its Largest Guidance Raise Ever. A Cargo Ship Was Abandoned Near Hormuz.

    Palantir sparks a market rally with 93% Q2 revenue growth as the Dow hits record highs. Plus: Hormuz deal updates, JOLTS labor data, and key market catalysts.

    Showing 91 - 100 of 682 posts

    Dylan Jovine

    Dylan Jovine

    CEO & Chief Analyst

    With 30+ years of experience in independent research, Dylan shares daily insights on where Wall Street isn't looking.

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