SailPoint Is the Security Software Stock That Benefits Most From OpenAI’s Scariest Model
Wednesday’s earnings arrive six days after GPT-6 Astra crossed a threshold that makes identity governance more urgent than ever.
Category: Business
Alnylam Is Worth Owning Before Friday’s S&P 500 Changes
Roughly $28 trillion tracks the S&P 500. The better question is whether Alnylam deserves a spot in your portfolio on its own terms.
When AI Capex Pays: The Case for MSFT at $492
Azure’s 43% growth quarter ended a year-long debate. Now ask whether the market has already priced it in.
A 50/50 September: How to Position Every Asset Class
Warsh’s Jackson Hole speech shifted September hike odds to a coin flip. Here is the full trading plan.
VEEV Is Up 38% YTD. Does the Beat Change the Math?
Veeva’s Aug. 26 Q2 was nearly flawless. The harder question is whether $282 reflects that already.
Palantir’s Maven Moment Changes the Math
The Pentagon may be locking in multiyear dollars. The FAA headline is noise.
Two Miners to Own. One to Avoid.
Agnico Eagle and Kinross just posted record cash flow. Newmont is shrinking while costs rise.
The SEC’s Crypto Proposal Just Dropped. Sept. 15 Is Next.
The agency’s Regulation Crypto Assets framework is now in motion. The real calendar is the 60-day comment window and the Senate’s Sept. 15 cloture vote on the CLARITY Act.
Baidu’s GPU Cloud Is Up 283%. The Ad Engine Is Still Bleeding.
Q2 2026 shows AI infra surging, but ads keep shrinking.
MercadoLibre Just Crossed $10 Billion. The Credit Engine Is the Real Story.
A 50% revenue surge, 89 million active buyers, and a $16.4 billion credit portfolio growing at 75% year-over-year: MELI’s flywheel is running faster than its stock price reflects.