SMCI Missed Revenue. The Market Didn’t Care.
A 77% EPS beat and up to $72B in FY2027 guidance reset the debate.
Business
The Floor Under $4,400 Gold Is Not Iran
Central banks bought a Q2 record 289 tonnes as prices fell. That structural bid is what matters now.
LEVI Just Filed an 8-K. The Real Story Is UNC6671.
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.
Meta Has a Coding Agent. The Price Is the Weapon.
Muse Code launched today. The benchmark talk matters less than pricing.
Starlink Is Funding a Black Hole
SpaceX’s profitable segment posted $1.66B in operating income last quarter. AI infrastructure took $15.8B of capex. That math has a limit.
AWS Just Grew 37%. The Real Signal Is the Margin.
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.
The Bond Market Just Voted No Confidence
Words without action pushed the 30-year to a 2007-era high. September is the real test.
Caterpillar Is Up 100% in a Year. August 4 Is the Test.
A data center downgrade just hit CAT. The Q2 numbers decide if the AI thesis holds.
Stryker Is Down 27% From Its High. July 30 Is the Proof Point.
A cyberattack stole Q1. Now Q2 has to show whether the recovery is real.
Celestica Is Up 116% in a Year. Tonight Is the Real Test.
A $19B revenue target and a Q2 beat streak collide at earnings today.