HPE reported $12.2B in Q3 revenue, up 34% year over year, and lifted full-year revenue growth into a 34–37% range. The stock sold off on that raise anyway. After a strong quarter, a raise usually gets a day of benefit of the doubt. Here the stock ...

Zeta provides targeted ads based on the individual, not a group of people. Instead of displaying the same ad to a multitude of people hoping that some are interested in the product, they use predictive AI to target their ads. The more companies th...

UPDATE 04.08.2026 BESSY BOY: SOH DEAL SIGNED TOMMOROW!!! TLDR: IRAN HITTING SHIPS THIS AM, NEGOTIATIONS FAKE, somehow BEARISH FOR OIL. BUY $OBE

This is a pure Chris Camillo-style observational play. I have been seeing Shark vacuums everywhere. When my mom ordered one, I finally tried it myself, and I have to admit, it is a great product. SharkNinja reports earnings next week, and I think ...

1/ Everyone's ignoring $OBE while oil sits at $85+. The Street's models still assume $58–62 WTI. That gap is the whole trade. 2/ Sensitivity: ~$4M FFO per $1 of WTI. That's ~$0.60/share for every $10 move in oil. 3/ Downside protection? Corporate ...

Start with the beat itself. Subscription revenue came in at $3.877 billion, 23% constant-currency growth, 150 basis points above guidance. Operating margin at 29.5%, three points above what they guided. AI ACV crossed $1 billion, up more than 40% ...