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Aug 29, 2026
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3 min read
Nvidia delivered $96.22 billion, then semis fractured. PayPal lost its bid premium, Canada raised tariffs, and oil kept the inflation debate alive.
Aug 24, 2026
4 min read
Rubrik reports Thursday with ARR, identity resilience, and Agent Cloud converging. The business looks stronger than consensus. The entry looks less forgiving.
Aug 21, 2026
5 min read
Stocks lost the week as oil and long yields climbed, Walmart flashed consumer stress, Bitcoin jumped 14.5%, and Moderna rewrote the tape.
Aug 17, 2026
The ugly headline may be an accounting mirage. Cloud, chips, and the loss curve are the real test.
Aug 10, 2026
6 min read
A 19% single day drop, a "de-risked" customer, and a valuation reset that doesn't match the numbers.
Aug 7, 2026
1 min read
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