Nvidia Beat Everything. The Margin Line Is the Trade.
Revenue of $96.2 billion and $108 billion Q3 guidance cleared every bar, but a gross-margin guide cut is where the real positioning question lives.
Revenue of $96.2 billion and $108 billion Q3 guidance cleared every bar, but a gross-margin guide cut is where the real positioning question lives.
A divided Fed, a hawkish dissent bloc, and a chairman who refuses to telegraph moves: here is what investors should be preparing for before he speaks.
JPMorgan cut Albemarle’s December 2027 target Tuesday as lithium prices soften. SQM, PLL, and LAC moved with it.
The CLARITY Act cloture vote is the one midterm event that could actually move Coinbase’s earnings line, not just its stock price.
Freeport restarts in late August as EU storage lags seasonal norms.
Last week’s CFTC fireworks matter long-term. But Robinhood’s event-contract revenue is already visible in the latest quarterly results.
Japanese households are being asked to fund OpenAI at 4.3% to 4.9% on paper rated BB+ by S&P. The committee thinks the payoff asymmetry runs in the wrong direction.
Agentforce ARR grew 205% last quarter. August 26 reveals whether that was a peak or a floor.
Tariff refunds made the quarter. The Q3 guide reveals the margin question.
T-bills still pay. Long Treasuries are bleeding. The $7.93 trillion parked in money markets is sitting on a reinvestment clock nobody is watching closely enough.