Every headline on this print says the same thing: blowout beat, raised guidance, AI infrastructure momentum. Revenue of $478.7 million against a $421.4 million estimate, non-GAAP EPS of $0.84 against…
Palantir announced an enterprise expansion agreement with GNP Seguros, the largest insurer in Mexico and part of the Grupo BAL consortium. The headline is “international expansion.” The real signal is…
DeepSeek Chip-Design Hiring Adds to the Custom Silicon Wave Pressuring Nvidia DeepSeek has reportedly increased hiring of chip-design engineers in recent months as it works on a new chip designed for…
The fragile understanding that was supposed to keep the Strait of Hormuz open collapsed further this week. On Tuesday, the US Treasury revoked the general license that had allowed Iran to sell its oil…
Morgan Stanley’s latest memory note doesn’t argue the trade is over — it argues the easy part is. $MU $SNDK $WDC $STX have run on a combination of pricing surprise, inventory drawdown, and relentless…
A trading account with a subscription product to sell recently posted a four-tier VIX framework designed to be screenshotted and bookmarked: buy aggressively above 35, scale in between 25 and 35, hold…
Farnborough International Airshow has confirmed a second wave of speakers for its Aerospace Global Forum (AGF) and Space Zone Theatre programmes, bringing together senior leaders from aerospace,…
NATO Secretary General Mark Rutte announced at the NATO summit in Ankara, Türkiye, that the Alliance will open formal negotiations with Saab over the potential acquisition of up to ten GlobalEye…
SES’s wholly-owned subsidiary, SES Space & Defense, has won a five-year Blanket Purchase Agreement (BPA) with the U.S. Space Force’s Space Systems Command to deliver managed satellite services. The…
Holland America Line is widening access to Norway’s fjord country for 2027, adding calls at Flåm and Hellesylt to five seven-day sailings aboard *Rotterdam*. The updated itineraries put guests within…