Doximity’s 10x Unit Economics Just Changed the Story
The stock was down 50% for the year. Then CEO Jeff Tangney said six words that rewrote the investment case.
OpenAI Just Flagged Its Own Model as a Weapon
Astra is the first OpenAI system flagged at Critical cyber risk. The cybersecurity market is already pricing in what comes…
$3B for Mining. Zero for the Bottleneck.
Washington’s critical minerals push is real. The processing gap it ignores is the investment question institutions are actually asking.
LEVI Just Filed an 8-K. The Real Story Is UNC6671.
Three employees, dozens of targeted organizations, and a threat group that faked its own retirement. The vishing wave reshaping corporate…
Berkshire’s Housing Empire Is Now Real
The Taylor Morrison deal closed July 24. TMHC delisted August 3. What Berkshire built quietly for two decades is now…
Five Gauges That Tell You If the AI Rally Has Legs
The debate is not bull vs. bear. It is which numbers to watch.
Meta Has a Coding Agent. The Price Is the Weapon.
Muse Code launched today. The benchmark talk matters less than pricing.
GS Has Doubled Since April 2025. Now What?
Record equities revenue, a $4T wealth franchise, and a 106% run in 15 months. The debate has shifted from whether…
Butterfly Network’s Hidden Growth Engine
The chip-licensing bet behind BFLY's record Q2 is just getting started.
Starlink Is Funding a Black Hole
SpaceX’s profitable segment posted $1.66B in operating income last quarter. AI infrastructure took $15.8B of capex. That math has a…