Voyager Already Bought the Company Amazon Needed
Astrobotic is gone. The lunar logistics play for Amazon now runs through a public company trading at a fraction of…
ServiceNow Fell 18% Overnight. The Business Did Not.
Two cents sent NOW to about $123. Subscription revenue grew 21% and the AI target rose 70%.
Unity’s Industrial AI Turn Is What Microsoft Needs
With Xbox revenue down and Azure pushing deeper into XR, Unity’s real-time 3D engine looks like a credible enterprise acquisition…
KLA’s $190bn Equipment Outlook Meets Memory’s Capital Restraint
Tonight's Q1 report is the first earnings test of whether the chip-equipment industry's boldest spending forecast can survive the memory…
The KOSPI Just Tripped Its Second Halt in Six Days. That Is Not a Healthy Rally.
Korea's GDP beat was real. The market's reaction tells a different story about what is driving it.
Stablecoin Rules Are Splitting North America in Two
The OCC is courting banks as stablecoin issuers while Canada bans paying yield, and the gap between those two rulebooks…
Lula’s Win Puts Latin America’s Right-Wing Policy Calendar on Trial This Week
Brazil's shock result is not just a local story: Chile, Colombia, and Mexico all set policy this week, and their…
Meta Beat Estimates. Now It Has to Justify $145B in Spending.
Q3 revenue rose 26%, but free cash flow turned negative and Muse Wonder is not yet profitable.
Defense Stocks Won’t Collapse After a Ukraine Deal. Here’s the Split.
Backlogs, NATO targets, and rebuilding needs make the trade after peace more complicated than the selloff suggests.
Verizon Reports Monday. Two Questions Decide the Stock.
Subscriber gains look real, but SpaceX just added a risk bulls may be underweight.