Steve Eisman argues the AI boom hinges on Anthropic and OpenAI’s importance to hyperscalers, while weighing software, CoreWeave and Cisco earnings, and Bitcoin’s declining edge.
@boujee_banker @Nobilis_Capital @HettyGreen2020 $FMX reports Bara data, it's growing double digits as well, albeit slower than $TBBB. https://t.co/hlJy1GhSnZ
@sadvalueinvestr Anthropic buying Pacifico Airports $PAC at 25x EBITDA would be accretive to their earnings, and I'd be a willing seller at that price. Let's make a deal!
@tinderboxman No. I added another 20% of the account in $AMZN weekly options, on top of the 50% already in $AMZN equity which was 1x levered. Been applying this leverage strategy for 18 years.
@Anointed_Ape Inconsequential. $AMZN no small cap
Would’ve been a $20B+ positive swing if they’d just followed me into $AMZN at 1x leverage. And they call us Dumb Money. https://t.co/WZVVizF9zL
@WaterworldCapi1 $jets Bad industry, oil might go up again, consumer spending may roll over, and the new "capacity discipline" is more lucky accident than strategic. Somebody, probably $aal will start dumping capacity on routes again and margins back to zero
@lasse108 @ReturnsJourney $intr
Fantastic $NRP update from John. Particularly appreciate his capital allocation framework and view on why paying out 100% of cash flow makes the most sense. https://t.co/6LngKKV9hC
Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and…
Options strategies will manage portfolio risk after Meta, Alphabet and Amazon calls drove gains, while Lululemon LEAPs produced an 80% loss.
Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…
Copart faces a near-term lift from pricier AV repairs and total losses, but shrinking accident volumes could eventually force its…
GFL’s proposed acquisition of Secure follows 19% revenue growth at Secure and 14.8% EBITDA growth at GFL, with Permian produced-water and…
Entravision’s ATS revenue rose 230% to $182.8 million in Q2, but shares fell from above $14 to about $8 after management forecast…
UWMC booked a roughly $600 million Q2 hedging loss tied to TWO months after the deal collapsed, contributing to an expensive capital raise.
Glenn Schorr and Ken Worthington discuss risks in private-credit software loans, agentic AI at retail brokers, crypto use cases and bank…
Figma raised its 2026 revenue growth guide to 39%, but a roughly 1% sequential 3Q outlook and unchanged $125-135 million operating-income…
Alphabet's Google Cloud swung from a $3.1 billion operating loss in 2021 to $13.9 billion profit in 2025 as Search revenue grew 13.2%.
CVV · long CVD Equipment (NASDAQ: CVV) offers hard-asset downside protection and upside tied to strategically important technologies.
Visa and Mastercard have absorbed digital wallets and BNPL into their networks, using global merchant acceptance to turn supposed…
Navient trades near 40% of tangible book as Gator Financial Partners argues private student-loan growth and restructuring can reverse its…
Shopify sustained 30% FX-neutral GMV growth in 2Q’26, reaching roughly 44% of Amazon’s retail GMV as international, POS and B2B volumes…
Steve Eisman reviews SpaceX earnings, AI capital spending’s drag on free cash flow, Meta’s struggles, and the collapse of Situational…
Hims & Hers investor Paul Cerro is long again on lab and patient data driving retention and LTV, despite management concerns, GLP-1…
Pernas Research names Capstone Energy and Stabilis Solutions as AI data-center power beneficiaries, alongside Tenable, Upwork, Wise and…
Airbnb added 14 million booked nights and seats, up 10%, and guided low-double-digit third-quarter growth as North America and EMEA…
Booking Holdings beat Q2 guidance as room nights grew 5%; connected trips, merchant payments and Genius loyalty strengthened direct…
Butler National Corporation is the subject of a stock pitch presented at the MS Microcaps Summer Virtual Conference.
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