$NVDA quietly hit pause on its AI Compute Partnership program after just two months. Internal pushback centered on antitrust exposure and the degree of control Nvidia wanted over customer operations. Classic case of ambition meeting legal reality.
Anthropic caught a win in court—judge forced the Trump admin to lift its federal tech ban, ruling the supply-chain-risk label wasn't properly justified. Small victory, but meaningful for AI access in government.
$MRVL disappointed despite beating earnings. Weak gross margin guidance and delayed long-term targets spooked investors. When you undershoot expectations on the stuff that matters, the beat doesn't matter.
$GAP rallied hard on a clean quarter and raised profit outlook. Retail's been brutal, so when someone actually delivers and raises guidance, the market rewards it.
$PYPL dropped after Advent and Stripe walked away from their pursuit. Offers reportedly topped $50B, but the deal died anyway. Door's not fully closed—consortiums have a habit of circling back when conditions shift.
$AFRM moved higher on strong revenue, volume growth, and improving operating leverage. Guidance pointed to momentum continuing. Buy-now-pay-later still has legs when execution's there.
Musk casually tossed out a $3.5T revenue estimate for SpaceX by 2033. Whether that's vision or vaporware, it's the kind of number that keeps the hype machine running.
$CVX and other US energy firms are reportedly close to billion-dollar deals in Venezuelan oil fields. Geopolitics and oil—always a interesting mix.
Anthropic caught a win in court—judge forced the Trump admin to lift its federal tech ban, ruling the supply-chain-risk label wasn't properly justified. Small victory, but meaningful for AI access in government.
$MRVL disappointed despite beating earnings. Weak gross margin guidance and delayed long-term targets spooked investors. When you undershoot expectations on the stuff that matters, the beat doesn't matter.
$GAP rallied hard on a clean quarter and raised profit outlook. Retail's been brutal, so when someone actually delivers and raises guidance, the market rewards it.
$PYPL dropped after Advent and Stripe walked away from their pursuit. Offers reportedly topped $50B, but the deal died anyway. Door's not fully closed—consortiums have a habit of circling back when conditions shift.
$AFRM moved higher on strong revenue, volume growth, and improving operating leverage. Guidance pointed to momentum continuing. Buy-now-pay-later still has legs when execution's there.
Musk casually tossed out a $3.5T revenue estimate for SpaceX by 2033. Whether that's vision or vaporware, it's the kind of number that keeps the hype machine running.
$CVX and other US energy firms are reportedly close to billion-dollar deals in Venezuelan oil fields. Geopolitics and oil—always a interesting mix.