Aug 24, 2026 · Mon
Oracle Has a $638 Billion Backlog. Its Own Lenders Are Backing Away From It.
Oracle’s backlog hit $638B, but negative cash flow and rising debt costs keep the stock down. Discover what's driving the funding gap.
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Breaking news and analysis from the financial markets
Aug 23, 2026 · Sun
Nvidia Has Beaten Its Own Guidance 13 Quarters in a Row. The Size of the Beat Has Shrunk Every Time.
Nvidia reports Q2 FY27 earnings on Aug 26 alongside PCE data and Jackson Hole. Discover what consensus estimates, China, and margins mean for the stock
Aug 22, 2026 · Sat
Bitcoin Just Had Its Best Week Since March. The Reason Came Out of the Treasury Department, Not Crypto.
Bitcoin surged past $77K as Treasury buybacks sparked a $4B short squeeze. Discover what's driving the crypto rally and key risks ahead.
Aug 21, 2026 · Fri
Walmart Beat Earnings, Raised Guidance, and Lost More Value in One Day Than It Has Since 2022.
Walmart shares plunged nearly 10% despite beating earnings expectations. Discover why slowing U.S. comps and tariff refunds drove the sell-off.
Aug 20, 2026 · Thu
Target Just Raised Guidance on a $994 Million Refund From Washington. Lowe's Cut Its Outlook the Same Morning.
Target raised guidance thanks to a $994M tariff refund, while Lowe's cut its outlook. Discover how government checks are distorting Q2 retail earnings.
Aug 19, 2026 · Wed
Home Depot Just Posted Its Best Quarter in Four Years. Its Own CFO Called the Housing Market "Frozen."
Home Depot beats Q2 earnings despite a "frozen" housing market, relying on small DIY projects. Here is what it means for retail and rising Treasury yields.
Aug 18, 2026 · Tue
Memory Just Became the Bottleneck of the AI Era. Washington Spent Monday Telling Apple Where It Cannot Buy Any.
AI memory stocks like SanDisk, Micron, and WDC surging as DRAM and NAND shortages replace compute as the primary bottleneck in tech.
Aug 17, 2026 · Mon
Wall Street's Estimate for Walmart Sits Exactly on Top of Walmart's Own Guidance. Last Time That Happened, the Stock Fell 4%.
US retail sales dropped 0.6% as sentiment hit 51. Discover what upcoming earnings from Walmart, Home Depot, and Target reveal about the consumer.
Aug 16, 2026 · Sun
Uber Just Added 2,000 Robotaxis to Its Network. It Will Not Own a Single One.
SpaceX bought Cursor for $60B while Uber partnered with Pony.ai. Discover how these distinct strategies redefine investing in AI and autonomy.
Aug 15, 2026 · Sat
Americans Just Cut Their Spending by the Most in 14 Months. Bond Yields Went Up Anyway.
US retail sales fell 0.6% in July, snapping a 9-month streak as consumer sentiment cratered. Discover what this pullback means for Amazon and the Fed.
Showing 81 - 90 of 682 posts
Dylan Jovine
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With 30+ years of experience in independent research, Dylan shares daily insights on where Wall Street isn't looking.
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