Revenue grew 53% to $895 million, profits hit a record, and yet the stock lost nearly a fifth of its…
Category: Top News
Fortinet Fell Over 25% on a Beat. Cybersecurity’s Valuation Problem Is Now Everyone’s Problem.
FTNT’s after-hours collapse signals sympathy pressure on CrowdStrike and Zscaler at Thursday’s open.
Nvidia’s Best Customers Can Still Borrow
SpaceX’s $40 billion GPU deal targets H1 2027 deliveries as Musk warns AI-only credit has dried up.
The KOSPI’s 3.52% Drop Is Now Inside the Bank of Korea
When the Bank of Korea says equity losses are hitting consumption, the AI de-rating stops being a portfolio problem and…
TSMC’s Construction Problem Is Bigger Than Four Deaths
A fatal bolt failure at Fab 22 has frozen steel-structure work across every TSMC site in Taiwan, exposing a constraint…
Visa Reports Oct. 27. Its Stablecoin Bet Just Went Live.
V hit a record high on Oct. 15 and reports fiscal Q4 next week. The number that matters most has…
AT&T’s Dividend Rests on What Its Fiber Footprint Does Next
Wednesday’s Q3 report tests whether the Lumen footprint is closing the gap.
Schwab Posted Its Best Quarter Ever. Then the Stock Fell 4%.
Record revenue, record client assets, a 29% jump in adjusted EPS, and the market focused on the three words management…
Indonesia Just Got Shown the EM Exit Door
Jakarta’s worst day since 1998 shows how little capital it takes to flee once the door appears.
Copper Hit a Cash Record. FCX Still Hasn’t Caught Up.
With LME cash copper at a record $14,822, Freeport-McMoRan’s lag is the opportunity worth sizing today.