Q2 fiscal 2027 revenue rose 9%, margins expanded to 13.4%, and IAM is now 15% of ARR.
Category: Politics
European Gas at €80 Is the Second Energy Shock Equity Managers Feared
With storage about 16 points below seasonal norms and the ECB hiking the same week, European chemicals and steel margins…
WaFd Shareholders Will Own Less of EverBank Than You Think
EverBank backers get majority control, and the 29% earnings boost hinges on synergies.
Tradeweb Processed $61 Trillion in August. Bond Chaos Is Its Business.
When yields swing and portfolios reposition, Tradeweb collects a fee on every trade, and August’s data shows how durable that…
Copper Near $6.60 With Three Supply Crises at Once
Congo's concentrate export ban, Chile down 9.4%, and TC/RCs at zero keep the squeeze tight for FCX and SCCO.
Adobe’s New CEO Inherits a Creative Cloud Crisis
Adobe slid about 6.5% Friday. Here is what the Sept. 10 earnings report must show to change the conversation.
PANW Beat. The Stock Fell Anyway. Here Is Why That Matters.
Palo Alto Networks crushed Q4 estimates and guided FY27 revenue above Street views. The after-hours dip is a valuation question,…
A 66% Chance of a Rate Hike Should Change What You Own
ISM was fine at 54.6, but Prices Paid stayed at 71.1 and Governor Barr’s warning means cyclicals face a different…
Buy, Rent, or Invest? Home Prices and a 4.75% Ten-Year
Mortgage rates near 6.9% and rents rising fastest in over a year are shifting the rent-versus-own math.
Google’s Price War Hits Snowflake’s Meter
Wednesday’s Q2 report tests whether consumption-billed AI workloads can expand faster than Google cuts the cost of running them.
