Bitcoin Fell to $77K. The ETF Outflow Tells You Why.
A single session drained $643 million from US spot bitcoin funds, reversing four days of inflows as crypto sold off with Nasdaq tech.
Chevron’s Refineries Are Doing What Its Oil Wells Can’t
Chevron’s Refineries Are Doing What Its Oil Wells Can’tRefining, not crude output, drove a 185% jump in adjusted EPS. Sponsored…
Berkshire’s $365 Billion Is Earning Real Money. Monday Shows Whether Abel Spends More of It.
With the Nasdaq 100 in correction and Q3 results due before Monday’s open, Greg Abel’s cash discipline is both a lesson and a question for every investor.
Reddit’s Revenue Is Soaring. Its Traffic Isn’t.
Revenue grew 53% to $895 million, profits hit a record, and yet the stock lost nearly a fifth of its value, because Google’s AI is eating the visitors Reddit depends on.
Nvidia’s $10T Clock Starts Now
Most $10 trillion conversations about Nvidia start with GPU shipment volumes and hyperscaler spending pledges. That framing misses the more…
Rivian Raised Guidance While Others Cut
R2 is now Rivian’s top seller, and Q4 looks bigger. Here is why that matters more than the stock’s 52-week low.
SentinelOne Is Worth More to CrowdStrike Than the Price Tag Suggests
October 29, 2026 At an $8.8B market cap, SentinelOne’s AI engine and $1.218B ARR base could be the cheapest data…
Prologis Has 5.8 GW in Pipeline. Digital Realty Runs 3.1 GW.
Prologis is building what Digital Realty already operates, and that gap keeps the deal logic alive.
ServiceNow’s Business Is Fine. Its Price Just Broke.
The 18% overnight drop after a revenue beat and raised AI target says more about expectations than the business.
Viking’s Oral Phase 3 Makes It a Pricier Prize for Lilly
VKTX launched SUNRISE on Oct. 14. The clock for a Lilly deal is running faster than the market appreciates.