November 4, 2026 Bonus Content: OpenAI Trimmed Its Funding Ask. The Trillion-Dollar Question Remains. A note from our friends at…
Figma’s IPO Made It a $68B Company. Now It’s $11B.
With Q3 earnings due tonight and Anthropic preparing to list near $2T, Figma’s collapse from debut-day euphoria is a lesson…
Netflix Bought Back $4.8 Billion of Its Own Stock
Netflix’s Q3 2026 numbers split cleanly in two. The margin story is excellent. The advertising story is not. Active traders…
AMD’s Data Center Nearly Doubled. The Fade Is the Question.
Q3 revenue: $13.377bn, +45% YoY Data Center segment: $8.546bn, +97% YoY, +27% sequentially, about 64% of total revenue Non-GAAP diluted…
What happens on November 11?
November 4, 2026 Bonus Content: Treasury Refunding Lands Into a Bond Market Shifted by Elections A note from our friends…
The Dollar Is Telling the Truth. The Nasdaq Is Not.
Three markets moved on the Democratic sweep overnight. Only one is reading the result correctly.
The U.S. Government’s Only Escape From $39T Debt
November 3, 2026 Bonus Content: Adobe’s $27.5B ARR Machine Meets Its Cheapest Competitor Yet A note from our friends at…
“SpaceX Royalty” Payouts – Next Nov. 18
November 3, 2026 Bonus Content: Costco Is Spending $7.5 Billion for 33 Warehouses. The Real Test Is Returns. A note…
AutoZone’s Real Growth Engine Isn’t the DIY Shopper
Commercial sales hit just over $5.7B in fiscal 2026, and that matters more than the soft DIY lane heading into…
HubSpot Reports Tonight. The Pricing Model Is the Only Number That Matters.
HubSpot reports Q3 2026 results after the bell tomorrow, November 4, and the consensus expects $925.3 million in revenue and…