Dreamforce delivered hard numbers: Agentforce ARR up 240%, Q3 cRPO guidance at 14%, and a FY2030 target that more firms…
Palo Alto Beat Estimates. Now It Has to Justify the Price.
Revenue jumped 34% in fiscal Q4 and Q1 guidance topped expectations. The debate is whether valuation leaves any margin for…
Netflix Has 38 Analysts Saying Buy. One Just Said Sell at $57.
Wells Fargo's downgrade rests on a single, rarely watched number. Whether that number is right will be clearer by January.
Uber Bet Billions So You Pay Less Per Mile
With 30-plus AV partners and big vehicle orders, Uber is building a cost structure that could make human drivers optional.
Warner Bros. Discovery Gets $7M a Day. The Question Is Whether You Want In.
With Paramount Skydance set to accrue roughly $7 million daily starting October 1, the stock trades like merger arb with…
Lockheed’s $230B Backlog Is the Biggest in Its History. The Stock Is 23% Off Its High.
A UBS upgrade, a record missile order book, and a book-to-bill of 3.2x are converging at a price the fundamentals…
Intuit Grew Revenue 14% and Cut Its Workforce 17%. FY27 Guidance Is the Hard Part.
With the stock near $318 and 20 of 34 analysts rating it a Buy, the question is whether the AI…
Toyota’s China Future Is Being Decided in Beijing
A state-backed FAW-GAC share deal could unify Toyota’s two China ventures.
Eaton’s Transformation Is Real. Is the Price Justified?
Paulo Ruiz takes the Laguna stage today to defend a premium multiple as rates stay higher.
Diesel at $6 Is Splitting Winners From Losers Across the Economy
Freight carriers can pass the bill through surcharges. Farmers and construction firms largely cannot. That gap is the story investors…