Strip Out the Investment Gain. Does Claudeforce Still Hold?
Salesforce’s 23% surge deserves scrutiny on cRPO and Agentforce ARR, not the $5.90 EPS that investment gains inflated.
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Five Numbers That Tell You the Basis Trade Is Cracking
A trader’s watchlist for the plumbing stress signals that matter most when $4 trillion in hedge fund Treasury leverage meets a bond market at 19-year highs.
Which Multinationals Actually Earn China
Beijing’s latest stimulus rewards durable local franchises, not those hoping policy rescues cyclical demand.
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.
Klarna Is Selling Less Volume on Purpose
The GMV slowdown is deliberate. Investors pricing it as demand are wrong.
Two Miners to Own. One to Avoid.
Agnico Eagle and Kinross just posted record cash flow. Newmont is shrinking while costs rise.
WMT Reports Thursday. The Margin Gap Matters
Walmart’s $6.4B ad business, Sparky’s 35% AOV lift, and a four-point operating leverage spread decide whether this is retail or media.
Nike Is Repeating Its Worst Mistake
The China distribution reset mirrors the DTC pivot that hurt Nike in North America.
WOLF Has 47% Short Interest. Retail Is Buying Anyway.
Wolfspeed reports Q4 results on August 19 with a 932.81% borrow fee and a nine-day-old LITEON partnership. Here is who is actually winning the volume war.