Palantir Reports Monday. Guidance Is the Whole Game.
Two straight quarters of accelerating growth set a high bar. Only another full-year revenue raise may satisfy this market.
Politics
Datadog’s Consumption Numbers Will Answer Enterprise AI
Datadog’s Nov. 4 report is a clear read on whether AI spend is turning into real, billable activity.
Bitcoin Fell to $77K. The ETF Outflow Tells You Why.
A single session drained $643 million from US spot bitcoin funds, reversing four days of inflows as crypto sold off with Nasdaq tech.
The S&P 500 Rose as Alphabet Collapsed. That Is the Story.
Four sessions of tech selling and bond buying suggest a real rotation, not month-end noise.
T-Mobile Beat Big. The Broadband Play Explains Why.
TMUS’s 34% EPS jump and raised guidance point beyond wireless.
Unity’s Real Turnaround Makes It Microsoft’s Most Logical Buy
With revenue up 24% and enterprise 3D scaling fast, Unity is no longer distressed. That changes the Microsoft math.
Brazil Hands Lula a Fourth Term. Latin America Votes This Week.
Prediction markets had put Bolsonaro’s odds near 80%. Chile and Colombia set rates and Mexico reports GDP.
Japan’s Inflation Just Hit 2.1%. The Yen Moved. The BOJ Won’t.
Core CPI cleared the Bank of Japan’s target for the first time in nine months, but traders watching for a hike next week will be waiting in vain.
GE Vernova Lands a Major Off-Grid AI Power Deal
Venture Global’s frame agreements for up to sixteen 720 MW units put GEV in the middle of a power build-out the grid cannot handle alone.
Eli Lilly Rose 4% as Tech Sank. Here’s Why Earnings Matter.
Wednesday’s rotation out of AI and into pharma had a clear winner, and Lilly has the numbers to make the move stick.