The Only Market News You Need
Aug 31, 2026
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4 min read
Shopee's core marketplace revenue grew 65.6% against 28.4% GMV growth. The gap points to pricing power the EPS headline missed.
Aug 29, 2026
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
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.
