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HeartFlow Surges 36% on Q2 Blowout: Rev +48%, Guide Raised

September 12, 2026August 15, 2026 by Bruno
HeartFlow Surges 36% on Q2 Blowout: Rev +48%, Guide Raised

HeartFlow’s Q2 2026 revenue rose 48% to $64.1M, non-GAAP gross margin hit 83.3%, and the AI cardiology company raised its FY26 guide to $246-$250M.

Categories Artificial Intelligence, Earnings Tags AI healthcare stocks, cardiology ai, heartflow earnings, htfl stock, medtech ipo, stock market

Gamma Squeeze Explained: Why GameStop Wasn’t One

September 12, 2026August 15, 2026 by Bruno
Gamma Squeeze Explained: Why GameStop Wasn’t One

A gamma squeeze forces dealers hedging calls to buy stock, pushing it higher. Here’s the mechanism, how to spot one, and why GameStop wasn’t one.

Categories Market Education Tags GameStop, gamma squeeze, investing basics, market makers, options trading, short squeeze

Private Credit’s $27B Six Weeks: Hayfin, Comvest, Bridgepoint

September 12, 2026August 15, 2026 by Bruno
Private Credit’s $27B Six Weeks: Hayfin, Comvest, Bridgepoint

Three direct-lending mega-funds closed over $27 billion since July — Hayfin, Comvest and Bridgepoint. Inside the wave reshaping private credit.

Categories Capital Markets, Market Trend Tags bridgepoint, capital markets, comvest, direct lending, hayfin, private credit

Berkshire Q2 13F: Alphabet Stake Jumps 83% to $37.8B

September 12, 2026August 15, 2026 by Bruno
Berkshire Q2 13F: Alphabet Stake Jumps 83% to $37.8B

Berkshire’s Q2 2026 13F shows Buffett’s team lifted the Alphabet stake 83% to $37.8B, making Google parent the No. 3 holding. BofA trimmed.

Categories Institutional Flows Tags 13f filing, Alphabet, berkshire hathaway, googl, stock market, warren buffett

How Stock Market Circuit Breakers Work: MWCB and LULD

September 12, 2026August 14, 2026 by Bruno
How Stock Market Circuit Breakers Work: MWCB and LULD

How US market circuit breakers halt trading — the 7%, 13%, 20% S&P 500 triggers and the single-stock LULD bands that pause runaway moves.

Categories Market Education Tags circuit breakers, investing basics, luld, market halts, market volatility

IG Bond Buyers Yank 36% of Orders as Supply Overwhelms

September 12, 2026August 14, 2026 by Bruno
IG Bond Buyers Yank 36% of Orders as Supply Overwhelms

US investment-grade bond issuance is on a record 2026 pace, but buyers pulled 36% of orders this week after pricing was squeezed — twice the prior week.

Categories Stock Market Tags ai capex, bond market, capital markets, corporate debt, credit spreads, investment grade bonds

Applied Materials Record Q3: $9.1B, Guide Up, China Slips

September 12, 2026August 14, 2026 by Bruno
Applied Materials Record Q3: $9.1B, Guide Up, China Slips

Applied Materials posted record Q3 FY26 revenue of $9.12B and guided Q4 to $10.25B, but China’s revenue share fell from 35% to 28%. Stock -5% pre-market.

Categories Artificial Intelligence, Earnings, Technology Tags AI chips, amat earnings, applied materials, china chip exports, semiconductor equipment, stock market

RSI Explained: Formula, Overbought Levels, Divergences

September 12, 2026August 14, 2026 by Bruno
RSI Explained: Formula, Overbought Levels, Divergences

How the Relative Strength Index measures momentum, why 70/30 aren’t magic numbers, and how RSI divergence warns of trend exhaustion.

Categories Market Education Tags investing basics, momentum indicator, relative strength index, rsi indicator, technical analysis, trading indicators

Nvidia’s $500B AI Consortium: 6 Titans Rewire Compute Finance

September 12, 2026August 14, 2026 by Bruno
Nvidia’s $500B AI Consortium: 6 Titans Rewire Compute Finance

Nvidia lines up Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to raise $500B+ for AI compute infrastructure — off-balance-sheet.

Categories Artificial Intelligence, Technology Tags ai infrastructure financing, apollo global management, Blackstone, capital markets, Nvidia, private credit

Cisco Beats Q4 but Stock Falls 8%: AI Orders Squeeze Margins

September 12, 2026August 14, 2026 by Bruno
Cisco Beats Q4 but Stock Falls 8%: AI Orders Squeeze Margins

Cisco reported record Q4 revenue of $17.3B and $4B in AI infrastructure orders, but the stock fell 8.4% as gross-margin mix and FY27 guidance disappointed.

Categories Artificial Intelligence, Earnings, Market Education Tags AI networking, cisco earnings, CSCO stock, stock market, tech earnings
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