Domo reports tomorrow. Here is what I am watching.
June 8, 2026 Domo Reports Tomorrow Night What the Last Quarter Already Revealed About DOMO Sponsored First a note from…
Category: Newsletters
Broadcom held the line. Marvell did not.
June 6, 2026 AVGO and MRVL: the week the guidance gap showed up Same data center buildout. Two companies. One…
TTAN just moved 13% and most people missed it
June 5, 2026 The Software Nobody Watches Just Made a Big Move ServiceTitan (TTAN) beat earnings again. Here is what…
Honeywell just spun out a quantum company at $15.6 billion
June 4, 2026 Honeywell Quantum Spin Is Now Public What the Quantinuum IPO means for HON investors right now Honeywell…
The grid is decades behind. One company is already deep in the fix.
June 3, 2026 Eaton Corp (ETN): Built for What’s Breaking Grid Modernization, Data Center Load, and the Hardware Nobody Talks…
HPQ did something in 72 hours that most stocks never do
June 2, 2026 HP Inc. Is Not a Hardware Company Anymore Two moves in 72 hours. One earnings beat nobody…
Ross just raised guidance. The tougher test is next
June 1, 2026 Ross Just Raised the Bar June 1, 2026. Ross had one of those quarters that looks almost…
Copper is expensive again. For a reason.
May 31, 2026 Copper and Uranium in 2026: Supply Still Feels Tight A quick update with the newest numbers and…
The quiet side of AI spending
May 30, 2026 AI spending shows up in HVAC Comfort Systems (FIX) keeps riding data center work, and the Q1…
NOW is up 10%+ today
May 29, 2026 NOW Is Up 10% Today ServiceNow catches a bid as enterprise AI spending accelerates ServiceNow (NOW) advanced…