When the Moat Pays the Workers
Deere’s rejected contract extension is a reminder that enduring competitive advantages eventually get shared with labor, and investors in capital-intensive industrials should price that in.
2026
Three Catalysts Hit Wednesday. One Week Decides the Year.
PCE, Nvidia earnings, and Warsh at Jackson Hole arrive inside 72 hours. Here is the decision framework.
Broadcom’s $100B Moment Is 11 Weeks Away
The custom silicon king reports September 2. Two engines are running. One number decides everything.
Broadcom’s $100B Moment Is 11 Weeks Away
TITLE: Broadcom’s $100B Moment Is 11 Weeks Away SUBTITLE: The custom silicon king reports September 2. Two engines are running….
Broadcom’s $100B Moment Is 11 Weeks Away
TITLE: Broadcom’s $100B Moment Is 11 Weeks Away SUBTITLE: The custom silicon king reports September 2. Two engines are running….
CRM Reports in Four Days. The Only Number That Matters.
Agentforce ARR grew 205% last quarter. August 26 reveals whether that was a peak or a floor.
Netflix Is Down 41%. Ackman Bought Anyway.
A $4.7 billion buyback, a $3 billion ad business, and Ackman re-entering after a multiple reset.
Micron’s CEO Just Called Time on the Boom-Bust Clock
☰ ☰ Micron’s CEO Just Called Time on the Boom-Bust Clock ☰ A $10 billion research lab, a 50% supply…
The Feedback Loop Bonds Cannot Escape
BofA’s Hartnett says the debt-service spiral is the real threat, not the round number.
The $65B Number Is About to Meet an Auditor
The public S-1 could land this month. How much ARR survives GAAP scrutiny?