Accenture Reports Thursday. Your AI Portfolio Hangs on the Answer.
If enterprises budget for AI but delay implementation, IBM to Infosys feel it first.
Costco Now Has 42.3 Million Executive Members
A record premium tier is the real reason this business compounds while rivals struggle to keep customers.
Vertiv Has More Orders Than It Can Build
September 25, 2026 Four new factories, a doubled chiller line in Italy, and a $15 billion backlog. The constraint was…
Five Costco EVPs Filed Form 4s Before the Beat. Now What?
Against near-record insider selling, a cluster of Costco EVP Form 4 filings two weeks before Thursday’s earnings beat is still worth building a thesis around. But the details matter.
Devon Energy Could Be Worth More to Someone Else
An activist fund is pushing for a sale as oil rallies again
BlackRock Is Building the Plumbing for Institutional Money Onchain
September 24, 2026 With $15.34T in AUM and a tokenization push in the U.S. and Europe, BlackRock is no longer…
The $349 Ray-Ban Is Now Meta’s Real Bet
Meta’s audio-only Ray-Bans ship Oct. 13. They matter more to Reality Labs today than the $1,300 VR glasses due in spring 2027.
Jensen Huang Says Sales Will Double. The Market Is Charging Him Half Price.
September 23, 2026 Nvidia forecast 70% fiscal 2028 growth. The valuation gap is the real work. Jensen Huang stood before…
The Data Layer Underneath Every Enterprise AI Project Is Being Revalued
Snowflake’s fiscal Q2 showed faster growth, wider margins, and AI usage that is compounding.
Viking’s Obesity Drug Can Work on a Monthly Schedule
Tuesday’s data didn’t just show weight loss. It showed weight loss you don’t have to chase every week.