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.
Trane Technologies Is Cooling the Machine That Makes AI Chips
Most investors following Trane Technologies (NYSE: TT) know the data center angle. Fewer are tracking where that story gets significantly…
Warsh Holds at 2pm. The Dissents and the Wording Move Markets.
A hawkish hold with possible dissents from Hammack, Kashkari and Logan sets up December as the real trade across Treasuries, the dollar and rate-sensitive sectors.
S&P Global’s Subscription Problem Is the Number to Watch
Ratings revenue is booming and Kensho API usage is surging, but whether Market Intelligence renewals are slowing is the question that could move SPGI today.