Palo Alto Beat Estimates. Now It Has to Justify the Price.
Revenue jumped 34% in fiscal Q4 and Q1 guidance topped expectations. The debate is whether valuation leaves any margin for error.
Category: Top News
Anthropic Is Writing Rules Its Rivals Must Live By
As Microsoft’s AI chief targets Anthropic, safety doctrine is turning into a competitive weapon in frontier AI.
UK Payrolls Fell at the Fastest Pace in Nine Months. The BoE Votes Thursday.
Weak jobs data lands a day before August CPI, complicating a decision where three MPC members already want to hike.
Coal Just Hit a Demand Record. The Stocks Still Trade Like It’s Dying.
The IEA’s Hormuz-driven forecast reversal raises a hard question: are thermal coal producers still being priced as run-off assets?
Duolingo Told Citi Its Revenue Slowdown Is Intentional
At the Global TMT Conference, von Ahn framed the DAU race to 100 million as the only metric that matters right now.
Palantir’s Revenue Nearly Doubled. Now the Price Has to Catch Up.
A 93% revenue surge and a PwC deal cement Palantir’s commercial AI position, but a forward multiple above 110x still demands explanation.
Homebuilders Are Cheap. That Doesn’t Mean They’re a Buy.
Three data points landed this week that define housing’s key debate: is the sector bottoming, or starting a harder leg down?
Apple Has a New CEO and Five Days to Prove It
John Ternus takes the stage September 9 with a foldable iPhone, an AI deficit, and no room for a quiet start.
AI Power Bottleneck: Not Chips, Castings
SpaceX’s blade foundry shows who controls AI build speed. Howmet fell about 7.5%.
What Last Year’s Shutdown Tells You About This One
The October 2025 shutdown erased a jobs report and barely dented the S&P 500. Here is the calm playbook if history repeats.