Elastic Q1 FY27: cRPO +21%, EPS $0.70, Stock +19%
Elastic Q1 FY27: revenue $478M (+15%), cRPO $1.153B (+21%), non-GAAP EPS $0.70, record 80 net new $100K+ customers. ESTC +19.3% to $99.91.
Bruno M.
What Is Jackson Hole? The Fed Retreat That Moves Markets
Every August, top central bankers gather in Wyoming. Here is why one Fed Chair speech from Jackson Hole can reset bond yields, stocks, and the dollar.
AI Bond Deluge: IG Issuance Sets $145.2B August Record
August 2026 investment-grade bond sales hit $145.2B, a third straight monthly record, as Alphabet, Amazon, Oracle and Meta borrow to fund AI infrastructure.
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.
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.