The Cloud Revenue Growth Rate Is the Only Thing That Can Justify $730 Billion
Microsoft and Alphabet report Oct. 28, Amazon and Intel Oct. 29. Investment committees need one number from each of them.
Google Just Bought 890MW of Nuclear Power From Running Reactors
Constellation’s uprate deal separates real power from paper plans.
SLB’s Earnings Keep Falling Even as Brent Hits $113
SLB reports Q3 today with the bar set near $0.62 a share, and the numbers tell a story oil prices don’t.
Ex-CIA Insider: “Prepare for a Mid-Term Meltdown”
October 23, 2026 Bonus Content: Japan Inflation Cleared 2%. December Is the Yen Carry Risk. A note from our friends…
American Express Is Down 12% This Year. Spending Looks Steady.
AXP reports Q3 today, and premium cardholders keep spending.
The KOSPI Rout Has Reached Korea’s Central Bank
When Governor Shin said Thursday the selloff is weighing on consumption, the derating crossed from portfolios into monetary policy.
Hermès Missed. Now Investors Must Ask What They Were Paying For.
China hit accessories, and the luxury stock that held a premium suddenly looks more cyclical.
Big Gains on Tap as Sub-US$1 Silver-Gold Discovery Takes Shape
A note from our friends at Resource Stock Digest(ad) Silver and gold are obliterating all previous profit records with next-level…
Eaton Owns the Bottleneck Stalling AI Data Centers
Switchgear lead times past 100 weeks keep Eaton’s backlog sticky.
Jio Platforms Is Subscribed 2.36x. What That Tells Long-Term Investors.
The real question isn’t the IPO. It’s whether your India and Reliance exposure is priced for what comes next.