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Nvidia Paid 86x Revenue for Hugging Face
Apple Has a New CEO and Five Days to Prove It
Rule Out Every Source but One
Fervo Energy Jumped 28% on the Google Deal. The Cash Flows Are Still Two Years Away.
Microsoft Put a Dollar Figure on Azure. Now the Cloud Race Looks Different.
Nobody Expected This Valuation Case
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Nobody Expected This Valuation Case

May 21, 2026 Nobody Expected This Valuation Case $81.6B in revenue. A guide nobody saw coming. And a forward multiple…

May 21, 2026May 21, 2026
META Is Cutting 8,000 Jobs Today. Here Are the Levels Traders Are Watching.
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META Is Cutting 8,000 Jobs Today. Here Are the Levels Traders Are Watching.

May 20, 2026 Meta cut 8,000 jobs this morning The stock is 24% off its high. IV is compressed. July…

May 20, 2026May 20, 2026
ServiceNow was up 5.9% this morning
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ServiceNow was up 5.9% this morning

May 19, 2026 ServiceNow was up 5.9% this morning BofA Buy, $3.77B in Q1 revenue, and a stock that was…

May 19, 2026
The $67B Utility Merger Built for AI Power
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The $67B Utility Merger Built for AI Power

May 18, 2026 The $67B Utility Merger Built for AI Power NextEra buys Dominion. What it means for the grid…

May 18, 2026May 18, 2026

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Recent Posts

  • Nvidia Paid 86x Revenue for Hugging Face
  • Apple Has a New CEO and Five Days to Prove It
  • Rule Out Every Source but One
  • Fervo Energy Jumped 28% on the Google Deal. The Cash Flows Are Still Two Years Away.
  • Microsoft Put a Dollar Figure on Azure. Now the Cloud Race Looks Different.
  • Nvidia Paid 86x Revenue for Hugging Face. The Price Is the Point.
  • The COMEX 90-to-1 paper-to-metal ratio

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