TEAM’s 13% Guide Is a Head Fake
Atlassian’s FY27 revenue deceleration is a Data Center timing artifact. The cloud engine and Rovo adoption curve tell a different story.
Riot Platforms Just Became a Landlord
A $9.1 billion Anthropic lease and a 1 GW Corsicana LOI
The ROIC Question Is Finally Getting Answered
JPMorgan’s latest target raise is about backlogs converting into recognized revenue.
Anthropic’s Chip Team Is the Signal, Not the Product
A $30B revenue run-rate, Samsung 2nm talks, and a job listing up to $485K just redrew the custom silicon map.
SPCX Had Its Best Day Ever. Bears Paid For It.
A 15.8% surge Friday turned SpaceX’s feared week into a short-seller rout. The real question is what comes next.
SoftBank Is Borrowing Against the Bet It Already Made
A $10B margin loan on private OpenAI shares, $40B of OpenAI bridge debt due March 2027, and a stock down sharply from its June peak. The leverage math is where this story lives now.
The Jobs Miss Just Lit the Fuse for $5,000 Gold
UBS mapped three conditions for gold’s next leg. Friday’s payrolls report just satisfied the most important one.
OpenAI Just Flagged Its Own Model as a Weapon
Astra is the first OpenAI system flagged at Critical cyber risk. The cybersecurity market is already pricing in what comes next.
Gold Is Down 24% From Its High. The $5,000 Path Runs Through 2027.
Wheaton just posted record Q2 results. The structural case for gold’s next leg is stronger than the price suggests.
NET Is Up 16%. The Traffic Number Is the Real Story.
AI agent requests on Cloudflare’s network grew 1,700% year-over-year. The monetization rails are just going live.