Friday’s Jobs Report Is a Rate-Hike Vote
Consensus expects about +90K for July. A beat may push September hike odds higher.
Author: Wall St Mavens
Meta Has a Coding Agent. The Price Is the Weapon.
August 5, 2026 Meta Has a Coding Agent. The Price Is the Weapon. Muse Code launched today. The benchmark talk…
ABTC Lost $57M in Q2. The BTC Count Went Up 14%.
The GAAP loss is real. So is the per-share Bitcoin math.
Zebra Is Up 20% Today. The Supply Constraint Is the Real Story.
August 5, 2026 Zebra Is Up 20% Today. The Supply Constraint Is the Real Story. Sponsored First a note from…
Butterfly Network’s Hidden Growth Engine
The chip-licensing bet behind BFLY’s record Q2 is just getting started.
Arista Just Crossed $3B in a Quarter. The Customer Signal Is Bigger.
August 4, 2026 Arista Just Crossed $3B in a Quarter. The Customer Signal Is Bigger. Ullal’s promise to add one…
Wayfair Is Up 25% Today. Housing Is Still Broken.
The best U.S. growth since 2020, a short squeeze, and a luxury brand nobody is watching closely enough.
BP Made $5.7B. The Trading Desk Did the Heavy Lifting.
August 4, 2026 BP Made $5.7B. The Trading Desk Did the Heavy Lifting. Sponsored First a note from Stansberry Research…
The Insurance Market Already Priced a 2027 Reopening
Trump gave no timeline at Camp David. The war-risk market gave one instead, and it runs through next year.
COF’s AML Defense Just Changed the Legal Map
Capital One disclosed an AML review to justify closing Trump accounts. The options market has a harder question to answer now.