Business

The custom silicon king reports September 2. Two engines are running. One number decides everything.

CACI and Gartner are surging for different reasons. Both have durable compounding math.

A 77% EPS beat and up to $72B in FY2027 guidance reset the debate.

Central banks bought a Q2 record 289 tonnes as prices fell. That structural bid is what matters now.

Three employees, dozens of targeted organizations, and a threat group that faked its own retirement. The vishing wave reshaping corporate security posture is not over.

Muse Code launched today. The benchmark talk matters less than pricing.

SpaceX’s profitable segment posted $1.66B in operating income last quarter. AI infrastructure took $15.8B of capex. That math has a limit.

Amazon raised capex to $220 billion and free cash flow turned negative. The 39% AWS operating margin is why none of that matters the way bears think it does.

Words without action pushed the 30-year to a 2007-era high. September is the real test.

A data center downgrade just hit CAT. The Q2 numbers decide if the AI thesis holds.