TEAM’s 13% Guide Is a Head Fake
Atlassian’s FY27 revenue deceleration is a Data Center timing artifact. The cloud engine and Rovo adoption curve tell a different story.
Category: Politics
The AI Search Dividend Nobody Priced Into Shopify
AI traffic and orders tripled in Q2. The infrastructure underneath that number is what changes the long-term math.
Apple Beat Q3. The Real Problem Is September.
A record quarter couldn’t hide a chip crunch that may lift Apple’s costs.
The OVX Just Hit 3x the VIX. Energy Stocks Are Cashing the Check.
When commodity volatility runs at triple equity volatility, refiners, integrated majors, and upstream producers stop being cyclical plays and start being something else entirely.
Seagate Just Posted the Best Quarter in Its History
Revenue up 48%, margins at 52.7%, and Q1 guidance 9% above the Street.
Boeing Reports Q2 Today. The Backlog Is $695 Billion.
The recovery math is real. The cash flow question decides what happens next.
Visa Reports July 28. The Agentic Payments Trade Is Underpriced.
Value-added services growing 25%+ and a $20B buyback. July 28 is the date to watch.
Bloom Energy Is Down ~40% From Its High. July 28 Is Everything.
A ~32% implied earnings move and a disputed “$20B backlog” are colliding with short sellers and a regulatory setback.
ServiceNow Is Down Roughly 37% From Its High. July 22 Is the Reset.
A 22% subscription-revenue grower reports Q2 earnings this week.
Chips Are in a Bear Market. The Real Question Starts Next Week.
A 20% crash in a month just created the sector’s most interesting entry debate in years.