The ROIC Question Is Finally Getting Answered
JPMorgan’s latest target raise is about backlogs converting into recognized revenue.
August 2026
Toast Is Down 47% From Its High. The Google Deal Changes the Math.
A record 9,500 locations added, ARR at $2.4 billion, and an agentic ordering protocol co-built with Google. The stock still prices in a POS company.
Uber Is Down 26% From Its High. The AI Efficiency Flip Is the Real Story.
Uber says it quadrupled AI usage while cutting token costs. What that means for Uber’s R&D line, Anthropic’s IPO math, and enterprise AI budgets.
The Jobs Miss Just Lit the Fuse for $5,000 Gold
UBS mapped three conditions for gold’s next leg. Friday’s payrolls report just satisfied the most important one.
Five Gauges That Tell You If the AI Rally Has Legs
The debate is not bull vs. bear. It is which numbers to watch.
Five Gauges That Say the AI Rally Has Legs
The debate is not bull vs. bear. It is which numbers to watch, and right now, most of them are flashing green.
Lucid Beat Revenue. Free Cash Flow Is the Alarm.
Revenue beat, free cash flow missed. Three catalysts now decide everything.
Zebra Is Up 20% Today. The Supply Constraint Is the Real Story.
Record Q2 revenue, a 76% EPS surge, and a guidance raise that memory chips could still derail.
SpaceX Is Building a Wireless Carrier
The debut earnings call made the intent explicit: about 400 million US lines are now in the crosshairs.
Butterfly Network’s Hidden Growth Engine
The chip-licensing bet behind BFLY’s record Q2 is just getting started.