SMCI’s Margin Doubled. That’s the Number That Matters.
A revenue miss still sent SMCI up about 10%. Gross margin rising to about 17% is rewriting the investment case.
Politics
FIGS Surged 27% in One Week. Now the Math Starts.
A one-time $20.5M tariff refund and a Jordan WRO complicate margins.
Doximity’s 10x Unit Economics Just Changed the Story
The stock was down 50% for the year. Then CEO Jeff Tangney said six words that rewrote the investment case.
OpenAI Just Flagged Its Own Model as a Weapon
Astra is the first OpenAI system flagged at Critical cyber risk. The cybersecurity market is already pricing in what comes…
LEVI Just Filed an 8-K. The Real Story Is UNC6671.
Three employees, dozens of targeted organizations, and a threat group that faked its own retirement. The vishing wave reshaping corporate…
Meta Has a Coding Agent. The Price Is the Weapon.
Muse Code launched today. The benchmark talk matters less than pricing.
Butterfly Network’s Hidden Growth Engine
The chip-licensing bet behind BFLY's record Q2 is just getting started.
Starlink Is Funding a Black Hole
SpaceX’s profitable segment posted $1.66B in operating income last quarter. AI infrastructure took $15.8B of capex. That math has a…
IBM Is Down 24% This Year. The CEO Just Said 2028.
A $10B quantum bet, a historic stock collapse, and a CEO putting earnings timelines on the record.
Trade Desk Is Down 76%. August 6 Is the Reset.
The worst is likely in the price. The Kokai bet and CTV tailwinds are not.