Breaking stories, sharp product analysis, and practical playbooks for founders, operators, and builders.
We prioritize explainers, teardown analysis, and practical market context over recycled press-release coverage.
Moderna $MRNA Surges 150% After Phase 3 Cancer WinModerna shares exploded as much as 150% on Wednesday after the company and Merck said their personalized mRNA cancer vaccine succeeded in a late-stage...
Ciena $CIEN Falls ~9% After TD Cowen Cuts Target$CIEN dropped nearly 9% in a single session after TD Cowen slashed its price target by $100, a sharp revision that hit sentiment across the networking a...
Intuitive Machines $LUNR Jumps 6% on $600M Contract WinIntuitive Machines shares jumped more than 6% Monday after the company said it received authorization to proceed on a multi-satellite communicati...
US Retail Sales Drop 0.6%, Hitting $AMZN and Non-Store Retailers HardestU.S. retail sales fell 0.6% in July, a larger-than-expected decline that landed directly on e-commerce and other non-store retai...
$GOOGL jumps on Berkshire’s $17B buy, lifts stake to top 3Alphabet’s parent is getting a fresh institutional stamp of approval after Berkshire Hathaway disclosed a roughly $17 billion increase in its ...
Nu Holdings ($NU) beats Q2 by 10% as stock surges$NU jumped after reporting second-quarter EPS of $0.22, topping the $0.20 consensus by 10%, while revenue rose to $5.51 billion, above the $5.23 billio...
Applied Materials $AMAT Beats Q3 Revenue at $9.12B on 'Unprecedented' DemandApplied Materials ($AMAT) reported fiscal third-quarter revenue of $9.12 billion, topping the $8.99 billion consensus, and i...
Cisco $CSCO Surges on Record Q4 and FY2026, Tops GuidanceCisco $CSCO is in focus after reporting record fourth-quarter and full-year fiscal 2026 results, with double-digit growth, exceptional operatin...
