Business

Record Permian output, $17.2B in free cash flow, and a new Guyana vessel in Q4 make XOM a clear fundamental energy play.

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.

Georgia Power’s OpenAI deal changes load outlook, and the fine print matters as much as the gigawatts.

ADSK beat revenue, beat EPS, and raised full-year revenue guidance. A soft Q3 EPS guide was enough to send shares down about 5% after hours. The long-term case is intact.

ETF flow data just flashed a leadership signal: hard assets are pulling capital that used to chase AI beta.

BofA’s Hartnett says the debt-service spiral is the real threat, not the round number.

The public S-1 could land this month. How much ARR survives GAAP scrutiny?

SpaceX and Tesla committed $16.8 billion to phase one of a 100-million-square-foot chip megafactory in Grimes County, Texas. The $119 billion ceiling gets the headlines. The execution gap is where the real trade lives.

The UK cleared Paramount’s WBD deal. The ticking fee that starts October 1 is the only number that matters now.

JPMorgan’s latest target raise is about backlogs converting into recognized revenue.