The Only Market News You Need
May 15, 2026
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5 min read
Cisco's $9B AI order forecast sent the Dow back above 50,000, Cerebras opened at $350, Trump and Xi agreed Hormuz stays open, and Jerome Powell hands the gavel to Kevin Warsh today.
May 11, 2026
21 min read
NBA 2K just reaccelerated to +37% RCS growth. Google Play drops its take rate to 20% on June 30. GTA VI ships November 19. The Street hasn't modeled any of it.
May 8, 2026
4 min read
Q1 earnings growth tracking +28%, the strongest since 2021. Berkshire's first quarter without Buffett ended at $397B in cash. Apple-Intel chip deal capped a 232% Intel year.
May 4, 2026
Sell-side EPS estimates are 13-15% too low. The defense business is modeled at zero. Three catalysts are converging.
May 1, 2026
Apple beat at $111.2B with a $100B buyback. Meta got hit. Powell's last press conference brought the most divided Fed since 1992.
Apr 28, 2026
A 6x EV/EBITDA multiple. A chip business worth $9 to $13 billion that's currently valued at zero. A revenue mix flip happening at next Q1 earnings. The math doesn't reconcile.
