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Lululemon Plunges 12% as FY26 Guidance Cut Eclipses Beat

October 27, 2026June 5, 2026 by Bruno M.
Lululemon Plunges 12% as FY26 Guidance Cut Eclipses Beat

LULU beat Q1 FY26 but cut full-year guidance by ~$350M after Americas comps fell 5%. Pre-market: -12.6%. The international story is still working.

Categories Consumer & Retail, Earnings Tags athleisure, guidance cut, lululemon earnings, retail earnings, stock market

SEC Filings Explained: 10-K, 10-Q, and 8-K

October 30, 2026June 5, 2026 by Bruno M.
SEC Filings Explained: 10-K, 10-Q, and 8-K

Every U.S.-listed company files three core reports with the SEC. Here is what each one contains, when it is due, and what to read first.

Categories Market Education Tags 10-q explained, 8-k explained, edgar, investing basics, sec filings

Order Types Explained: Market, Limit, Stop, Trailing Stops

September 12, 2026June 5, 2026 by Bruno M.
Order Types Explained: Market, Limit, Stop, Trailing Stops

Market, limit, stop, stop-limit, and trailing stops explained — what each order does, when to use it, and how each one can quietly cost you on the fill.

Categories Market Education Tags investing basics, options trading basics, order types, stop loss order, trailing stop

Crescent Capital Closes Record $10.8B Direct Lending Fund

September 12, 2026June 4, 2026 by Bruno M.
Crescent Capital Closes Record $10.8B Direct Lending Fund

Crescent’s CDL Fund IV closed at $10.8B in investable capital — more than double its 2022 predecessor — as Apollo and Ares cap BDC redemptions.

Categories Capital Markets, Market Trend Tags capital markets, crescent capital, direct lending, private credit, private credit fundraising

TSMC at AGM: ‘Will Be a Long Time’ Before AI Supply Catches Demand

October 27, 2026June 4, 2026 by Bruno M.
TSMC at AGM: ‘Will Be a Long Time’ Before AI Supply Catches Demand

TSMC CEO C.C. Wei told the June 4 AGM AI demand still outpaces supply, signaling pricing power as Arizona buildout hits $165 billion.

Categories Artificial Intelligence, Technology Tags AI chips, semiconductor stocks, stock market, taiwan semiconductor, tsm stock, TSMC

Dark Pools Explained: How Off-Exchange Trading Works

September 12, 2026June 4, 2026 by Bruno M.
Dark Pools Explained: How Off-Exchange Trading Works

Dark pools now match nearly half of U.S. stock trades — and most retail orders never touch a lit exchange. Here is how they actually work.

Categories Market Education Tags alternative trading system, dark pools, investing basics, market structure, off-exchange trading, payment for order flow

Triton Buys Flender from Carlyle in PE-to-PE Wind Deal

September 12, 2026June 4, 2026 by Bruno M.
Triton Buys Flender from Carlyle in PE-to-PE Wind Deal

Triton Fund 6 will take Flender, the 125-year-old German gear specialist with major wind exposure, off Carlyle’s hands in a Q4 2026 close.

Categories Capital Markets, Energy & Commodities, Market Trend Tags capital markets, flender, private equity, secondary buyout, triton partners

CrowdStrike Beats and Raises — Why CRWD Still Dropped 9%

September 12, 2026June 3, 2026 by Bruno M.
CrowdStrike Beats and Raises — Why CRWD Still Dropped 9%

CRWD beat Q1 FY27, raised full-year guidance, and announced a 4-for-1 split. A $1.35B billings print missed — and the stock fell 9% after hours.

Categories Earnings, Technology Tags crowdstrike earnings, cybersecurity stocks, net new arr, stock market, stock split

Yield Curve Explained: What Inversion Really Means

September 12, 2026June 3, 2026 by Bruno M.
Yield Curve Explained: What Inversion Really Means

What the yield curve is, why inversion has preceded every US recession since 1970, and how to read the current US Treasury curve as of June 1, 2026.

Categories Market Education Tags bond market, investing basics, recession indicator, treasury yields, yield curve, yield curve inversion

Alphabet’s $80B AI Raise: Largest Stock Sale on Record

September 12, 2026June 3, 2026 by Bruno M.
Alphabet’s $80B AI Raise: Largest Stock Sale on Record

Alphabet’s $80B equity raise—$15B common, $15B convertible preferred, $10B from Berkshire, $40B ATM—is the biggest stock sale ever, all to feed AI.

Categories Artificial Intelligence, Capital Markets, Institutional Flows, Market Trend Tags ai capex, alphabet capital raise, at the market offering, berkshire hathaway, capital markets
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