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.
Business
Riot Platforms Just Became a Landlord
A $9.1 billion Anthropic lease and a 1 GW Corsicana LOI
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.
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.
Palantir Just Made the Melt-Up Feel Real
A $3.5 trillion Nasdaq 100 rebound in four days needed proof. Palantir’s Q2 results helped make the case.
AMD Is Up 121% This Year. A Beat Tonight Won’t Be Enough.
The Q2 number is almost beside the point. The H2 ramp is what decides everything.
The Drone War Created a Market. Space-Eyes Is Betting It Can Win It.
A $638 million SPAC valuation, $1 million in revenue, and a brutal defense procurement fight. Here is the actual investment question.
Oil’s $100 Question Is Back on the Table
The options market is pricing Hormuz risk at crisis levels again. Here is what the volatility is actually telling you.
Vertiv Beat on Earnings. The Market Sold It Anyway.
A 60% EPS jump and raised guidance couldn’t stop a 10% selloff.
Meta Reports Tonight. The Capex Number Is the Only Test.
A $60 billion revenue quarter could still send the stock lower.