DE Is Up 32%. The FY2027 Order Gap Is the Risk.
Deere reports Q3 Thursday. The EPS beat is largely priced in. The end-of-period order signal decides everything.
Category: Business
The AI Killshot That Is Actually Saving Office REITs
The crowd shorted offices because of AI. AI firms are now the biggest tenants.
The $100B Refund Most Investors Ignore
Washington is refunding more in tariffs than it collects. Gold is a quiet beneficiary.
Nvidia Just Turned GPUs Into Collateral
A $500 billion financing consortium reframes AI compute as infrastructure debt. The real debate is whether chips can hold their value long enough to repay it.
Cook Is Under Fire From Two Directions
A White House removal letter and a hawkish rate warning landed the same week. The market shrugged. It probably shouldn’t.
SPCX Lost Half Its Value. Retail Just Bought More.
Institutions and retail saw the same SpaceX earnings, and reached opposite conclusions. The lockup calendar will test who is wrong.
GS Has Doubled Since April 2025. Now What?
Record equities revenue, a $4T wealth franchise, and a 107% run in 16 months. The debate has shifted from whether Goldman can perform to whether the market has already paid for it.
Five Gauges That Say the AI Rally Has Legs
The debate is not bull vs. bear. It is which numbers to watch, and right now, most of them are flashing green.
CAT’s $63B Backlog Is Real. The Margin Story Is the Test.
Q2 earnings hit Tuesday. One segment number decides everything.
Oracle Is Down 67%. The $638B Backlog Is Real.
Cloud infrastructure grew 93%. Revenue is guided to $90B. The stock trades at about 14 times forward earnings. So what is the market actually afraid of?