The Only Market News You Need
May 8, 2026
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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
5 min read
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.
Apr 24, 2026
Intel ripped higher after a Q1 beat, semis stretched their record win streak, Brent held above $104, and consumer sentiment hit 49.8. The market is telling you two different things.
Apr 20, 2026
Every 800V rack NVIDIA ships in 2027 is worth roughly 11x more ON silicon than the 54V racks shipping today. Consensus still hasn't put that math in its model.
