Fluence: The $5.6B Backlog Question
May 23, 2026 Fluence: The $5.6B Backlog Question May 6 Q2 FY26: $464.9M revenue, 11.1% adjusted gross margin, and two…
Intuit Just Had Its Worst Day in Years
May 22, 2026 Intuit Just Had Its Worst Day in Years What the 40% drawdown is actually telling you —…
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…
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…
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…
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…