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Salesforce Beats, Sells Off: The AI Software Reckoning Begins
Dear readers, On Tuesday we wrote that the market was rewarding proven earnings power over product roadmaps — that Schwab's...
Partners Group Bets on Patient Capital with Total Return Strategy as $450B AUM Target Looms
Partners Group shares are treading water near €933, exactly at their 50-day moving average and roughly 25% below the year’s...
Take-Two’s Record Guidance Hinges on November as Recurring Revenue Buys Time
The math is simple on paper: deliver Grand Theft Auto VI on 19 November 2026, and Take-Two’s net bookings could...
Micron’s Earnings Test: Can the Memory Chip Giant Live Up to Its Own Lofty Forecast?
Barclays has more than quadrupled its price target on Micron in the space of six months, from $275 in December...
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The Rate Divide: Schwab’s Billions vs. Fintech’s Bruises
Dear readers, Yesterday we wrote about the companies pushing AI onto the device itself — Apple's silicon...
Edge AI: Apple and Arm Signal the Next Hardware Cycle
Dear readers, On Friday we wrote that the market's pricing mechanism was shifting from rewarding companies that...
Micron on the AI Memory Highway: A $1,500 Target in Reach, but Watch the Rally’s Pace
Micron’s crescendo into AI-driven memory demand has investors debating not just how high the stock can go,...
Intuit’s Restructuring Test: Can Cost Cuts and AI Narrative Reverse the Slide?
Intuit finds itself in a peculiar bind: it delivered a solid fiscal third quarter, yet its share...