Banking’s Biggest Names Just Bet on Stablecoins
A 21-institution consortium targeting a 2027 dollar token adds pressure on Circle and Coinbase, but the bigger tension sits inside…
Economy
Agentforce Is Real. CRM’s Stock Price Hasn’t Caught Up.
U.S. Army rollout, 240% ARR growth, and a guidance raise still haven’t closed the gap between Salesforce’s fundamentals and its…
NetApp Reports Tonight. Dell Already Told You What to Expect.
Dell’s $95B AI backlog sets the backdrop for NTAP’s Q1 FY27 report after the close, and options still imply a…
Lenacapavir Is Now a Platform. Is GILD Priced for It?
Bixlenvo's approval reframes the LOE debate, and the multiple may not yet reflect what lenacapavir is becoming.
$56B Week Shows Where the Marginal Dollar Went
ETF flow data just flashed a leadership signal: hard assets are pulling capital that used to chase AI beta.
COIN Has a Sept. 15 Date With Congress
The CLARITY Act cloture vote is the one midterm event that could actually move Coinbase's earnings line, not just its…
Brent Fell When the List Went Public. That’s the Trade.
Operation Economic Outcast is now official, detailed, and priced in. Positioning around enforcement is different from positioning around headlines.
CRM Reports in Four Days. The Only Number That Matters.
Agentforce ARR grew 205% last quarter. August 26 reveals whether that was a peak or a floor.
The $65B Number Is About to Meet an Auditor
The public S-1 could land this month. How much ARR survives GAAP scrutiny?
Rambus Just Got Cheaper. The Market Is Reading the Wrong Number.
A 20% post-earnings drop on record revenue is not a verdict on the business. It is a timing misread on…