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.
Top News
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.
Iran Just Set a 2029 Clock. MPC Is the Trade.
An Iranian adviser signaled the Hormuz standoff may last into 2029. Marathon Petroleum just posted $17.73 in adjusted EPS. The two facts belong together.
CoreWeave Reports Tonight. Five Selloffs in a Row.
Guidance is the only number that can end the streak, not revenue or EPS.
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.