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BigBear.ai grew revenue 13% last quarter and its shareholders got poorer. That is not a contradiction, and it is the single most important thing...
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The 4.4% Friday loss is not on the Philadelphia Semiconductor Index tape. Nasdaq’s page for 16 October 2026 shows a last of 11,137.29, down...
A 10% correction in the Nasdaq 100 has not printed. Friday’s official close was 29,187.55, which is 6.52% under the 6 October closing high...
The 6.35 percent figure was not this week’s tape. Netflix closed Friday, 16 October 2026, at $70.53, down $2.08, or 2.86 percent, from Thursday’s...
Nvidia’s week was not a 2.4 percent drift, and the stock is not on an eight-session break in the AI trade. The shares closed...
BigBear.ai grew revenue 13% last quarter and its shareholders got poorer. That is not a contradiction, and it is the single most important thing...
NuScale Power booked $75,000 of revenue last quarter. Not $75 million – seventy-five thousand dollars, down from $8.1 million a year earlier, per the...
Bloom Energy is the rarest thing in the AI-power trade: a company where the fundamentals arrived before the story got tired. Most of this...
Energy has been the best-performing corner of the market this month, and almost every explanation of why is wrong. The sector ETFs rallied –...
The story told about Arm Holdings after 29 July is that a great quarter got sold for no reason. That is wrong, and the...
Intel did not lose $11 billion last quarter. That number is real, it is audited, and it sits at the top of the company’s...
For years, Albemarle’s investment argument has been almost inextricably linked to electric cars. More electric cars meant more batteries, which meant more lithium, and...