Tech
Broadcom's AI semiconductor revenue surged 221% year-over-year in Q3 2026. CEO Hock Tan's guidance projects $230 billion in AI revenue by fiscal 2028, validating the custom silicon thesis and reshaping the competitive landscape against Nvidia.
News
There is a number that Wall Street could not stop talking about on Wednesday: 177. That is how many percent Moderna's stock surged on August 20, 2026 - its best single trading session in the company's history - after Moderna and Merck announced that their personalized mRNA cancer
News
There is a number that defines the mood on Wall Street this week: 0.6. That is how many percent July retail sales fell - the steepest monthly decline since May 2025 - and it landed just days before the most consequential consumer earnings gauntlet of the year. Home Depot reports this
Tech
When Applied Materials reported its fiscal third-quarter results on August 13, the numbers were not just good - they were historic. Record revenue of $9.12 billion, up 25 percent year over year. Record non-GAAP earnings per share of $3.50, up 41 percent. Record cash from operations of
Tech
There is a number that defines what Super Micro Computer reported on Tuesday night: 315. That is how many percent the company's earnings per share grew in its fiscal fourth quarter compared to a year earlier - a figure that, in isolation, would be remarkable for almost any company.
News
Greg Abel's $4.5 billion buyback in Q2 2026 signals a major shift in Berkshire Hathaway's capital allocation strategy. What this means for the post-Buffett era.
Earnings
There is a number that defines what Eli Lilly just reported: 48. That is how many percent the company's revenue grew in the second quarter of 2026 compared to a year earlier - a rate of expansion that would be remarkable for a startup, and that is genuinely extraordinary
News
SpaceX reports its first earnings as a public company with a $1.4 trillion valuation on the line. Tonight's results will reveal whether the market's appetite for transformational, pre-profit technology companies has survived the macro environment of 2026.
News
There is a number that captures the scale of what Big Oil just reported: 160. That is how many million dollars ExxonMobil made per day in the second quarter of 2026 - a figure that would have seemed extraordinary in almost any other context, but that lands with a particular weight
Earnings
Wall Street closed out July with a week that will be studied in business schools for years. Three of the most powerful companies on earth - Microsoft, Apple, and Amazon - reported earnings that, by any historical measure, were extraordinary. And yet, the bond market spent the same week sending a very
Earnings
Meta's Q2 2026 earnings revealed a 91% collapse in free cash flow to just $784 million, an EPS miss of nearly 14%, and capex guidance raised to $130-145 billion. Here is what the numbers reveal about the true cost of the AI arms race.
Earnings
Meta faces a critical test tonight as it reports Q2 2026 earnings with a $125 billion AI infrastructure spending commitment hanging in the balance. Wall Street is watching whether the company can deploy $35-42 billion per quarter without triggering a market selloff.