Jabil Reports Sept. 24. Three Hyperscalers and $13.6B in AI Revenue Say Listen Closely.
Fiscal Q4 earnings are expected Sept. 24, and Jabil has raised its FY2026 AI revenue outlook to about $13.6B. The key is what FY2027 guidance looks like.
The $19 Billion Signal Quant Trading Is Sending to AI
Jane Street’s Crusoe and CoreWeave deals show who is fighting for GPUs, and what it means for NVDA, CRWV, and neoclouds.
The Power Behind the AI Boom Trades at a 20% Discount
September 5, 2026 Constellation Energy’s fundamentals have never been stronger. Wall Street hasn’t caught up yet. Investors have spent 2026…
Oracle’s $638 Billion Backlog Has to Pay the Bills
Thursday’s report tests whether Oracle’s AI contracts convert fast enough to justify the most aggressive balance-sheet bet in enterprise tech.
Google Keeps AdX. A Long-Term Owner Should Ask What That Is Worth.
The court just handed Alphabet a structural moat that rivals cannot replicate through competition alone.
Nvidia Is Buying the Platform Where AI Models Live
September 4, 2026 The $13 billion Hugging Face deal reveals what Nvidia fears. Nvidia’s stock is hovering just below its…
Exxon Made $14.5 Billion Last Quarter. Oil Is Back Above $90.
Record Permian output, $17.2B in free cash flow, and a new Guyana vessel in Q4 make XOM a clear fundamental energy play.
Palantir’s Moat Just Got Tested by Google. Here Is the Answer.
DeepMind’s defense-only Gemini program rattled Palantir holders. Does it change the long-term case?
Broadcom’s $16.7 Billion AI Quarter Wasn’t Enough. Ask Why.
When gross margin slides from 78% to 73% as revenue triples, professional investors stop asking how fast AI is growing and start asking how profitable it can be.
CRM Trades at 20x Earnings While Agentforce Accelerates
Salesforce’s Q2 FY2027 results show $1.5 billion Agentforce ARR, 14% cRPO growth, and a guidance raise. Dreamforce on September 15 to 17 is where the bull case gets stress-tested.