Fed’s 8-4 Split Forces Bond Traders to Hedge Both Ways
The April 29 FOMC meeting ended in an 8-4 split — the Fed’s most divided vote in years, with dissenters on both sides. Here’s what it means for Treasury yields.
Month: May 2026
Reddit Q1 2026: Revenue Jumps 69%, AI Data Bet Pays Off
Reddit posted $663M in Q1 2026 revenue — up 69% YoY — with ad revenue surging 74% and EPS hitting $1.01. The platform’s AI data edge is real and accelerating.
Leveraged Buyouts 101: How Private Equity Finances Mega-Deals
A leveraged buyout uses debt to amplify equity returns. Learn how LBO capital structure, IRR targets, covenants, and exit strategies actually work — with a full worked example.
GameStop’s eBay Bid: Can a $9B War Chest Fund a $46B Deal?
GameStop is reportedly preparing a bid for eBay. With eBay worth $46B and GME holding $9B in cash, we break down the capital markets math behind Ryan Cohen’s boldest move yet.
Apple Q2 2026: $111B Revenue, iPhone 17 Demand Breaks Records
Apple beat Q2 2026 estimates with $111.2B revenue (+17% YoY), EPS of $2.01 (+22%), a China upside of $1.6B above consensus, and a new $100B buyback authorization.
Stock Buybacks vs. Dividends: How They Affect Your Return
Learn how stock buybacks and dividends both return cash to shareholders, how each affects EPS and stock price, and which companies favor each approach.
Cerebras Systems Files for $40 Billion IPO
Cerebras Systems targets a $40B valuation in its IPO, backed by a landmark OpenAI deal and AWS Bedrock integration that transformed its revenue base.
Twilio Surges 24% as Q1 Revenue Jumps 20%, AI Voice Ramps
Twilio stock climbed nearly 24% after Q1 2026 revenue grew 20% year-over-year to $1.4 billion, with GAAP profitability surging and full-year guidance raised.
What Is Post-Earnings Drift? Whisper Numbers Explained
Learn why stocks keep moving after earnings reports. Understand whisper numbers, post-earnings drift (PEAD), and how these forces drive market moves every quarter.
Paramount Skydance’s $110B Warner Bros. Bet Nears Closing
WBD shareholders approved Paramount Skydance’s $110B takeover. EU regulators lean yes; FCC weighs foreign ownership stakes in CBS and CNN.