Cyber Rips: CRWD +20%, PANW, ZS, S, FTNT All Rerate
CrowdStrike’s Q2 FY27 beat detonated a sector rerate. Palo Alto, Zscaler, SentinelOne, and Fortinet all ripped 9-13% as AI-security spend gets a fresh read-through.
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Dollar-Cost Averaging vs Lump Sum: What the Data Shows
Vanguard tested five decades of global market data on DCA vs lump sum. Lump sum won 68% of the time — here’s why, and when DCA is still the right call.
Anthropic Walks From $7B MatX Deal, Picks Partnership Instead
Anthropic held talks to buy AI-chip startup MatX for about $7 billion, then abandoned the deal in favor of a partnership and in-house silicon push.
Okta Q2: cRPO +14%, FY27 Guide Raised, Stock +29%
Okta Q2 FY27: revenue $805M (+11%), cRPO $2.585B (+14%), FCF $227M (+40%). FY27 guide lifted to $3.216-3.226B. OKTA +28.6% to $172.91.
How Treasury Auctions Work: Bid-to-Cover, Direct, Indirect
US Treasury auctions explained: single-price format, primary dealers, direct and indirect bidders, when-issued trading, bid-to-cover, and the tail.
Anthropic’s $2T IPO Math: $65B Run-Rate, $30T Pitch
Anthropic is reportedly telling investors its market opportunity is the size of the US economy. Here’s what the $2T IPO math looks like.
Salesforce Q2: cRPO +14%, Guide Raised $200M, Stock +10%
Salesforce Q2 FY27 delivered $11.3B revenue, cRPO up 14% Y/Y, and Agentforce ARR past $1.5B. Full-year guide raised $200M. CRM +10% pre-market.
PCE vs CPI: Which Inflation Number the Fed Actually Watches
The Fed targets PCE, not CPI. Here is what each measures, why they diverge, and what the July 2026 readings tell you before Jackson Hole.
US IPO Market 2026: $145.8B Raised, 6x Last Year
US IPOs have raised $145.8B YTD 2026 — a 542% jump from 2025 — with SpaceX, SK hynix and Cerebras driving mega-deal proceeds despite 25% fewer listings.
Nvidia Q2 FY27: $96.2B Beat, Guides Q3 to $108B ±2%
Nvidia posted $96.2B in Q2 FY27 revenue — a $5B beat on its own guide — with data center at $89B, EPS at $2.46 and Q3 set at $108B.