May 17, 2026 AMAT’s Best Quarter in 25 Years Record margins, raised guidance, and a wall of analyst upgrades. More…
FIG Beat Every Number. Here’s the Real Trade Debate.
May 17, 2026 FIG Beat Every Number. Here’s the Real Trade Debate. 46% growth, 139% NDR, a guidance raise —…
ServiceNow Is Becoming the OS for the AI Economy
May 16, 2026 ServiceNow Is Becoming the OS for the AI Economy While AI hype circles models and chips, one…
Tiger Global Reshuffled the Deck
May 15, 2026 Tiger Global Reshuffled the Deck New bets on INTC and HOOD. Clean exits from WDAY and Circle.…
Tiger Global Reshuffled the Deck
May 15, 2026 Tiger Global Reshuffled the Deck New bets on INTC and HOOD. Clean exits from WDAY and Circle.…
MRVL Is Up 120% in 2026. Earnings Are 12 Days Away.
May 15, 2026 MRVL Is Up 120% in 2026. Earnings Are 12 Days Away. Custom AI silicon, a fresh 52-week…
China Just Agreed to 200 Boeing Jets
May 14, 2026 China Just Agreed to 200 Boeing Jets The Beijing summit is producing wins. Whether they hold is…
Fed’s Miran says he will vacate board seat on or just before Warsh is sworn in as chair
By Howard Schneider WASHINGTON, May 14 (Reuters) – U.S. Federal Reserve Governor Stephen Miran on Thursday said he would resign…
The Berkshire Holding Quietly Dominating Japan’s Consumer Economy
May 14, 2026 The Berkshire Holding Quietly Dominating Japan’s Consumer Economy While investors fixate on Berkshire’s American giants, five Japanese…
CrowdStrike Just Had Its Best Year
May 14, 2026 CrowdStrike Just Had Its Best Year Sponsored First a note from RAD INTEL Hey there, A short…