Meta vs Google AI Overviews show S&P 500 consolidation power
The market never ceases its theatrical dramas.
By Elena Rossi ·
earnings — Lorien Times
Berkshire’s $20B buys prove capital must fuel growth, not wait
The sheer scale of capital accumulating in American conglomerates—a $365.5 billion pile at Berkshire Hathaway’s end-of-June holdings, down from nearly $400 billion three months prior—is staggering.
By Bram de Vries ·
Trade Desk guidance fails to meet analyst consensus for Q3 revenue
The market, bless its frantic heart, has a habit of mistaking temporary stability for enduring strength. This week, we saw that pattern play out in the ad-tech sector with Trade Desk (TTD).
By Adele Rutherford ·
The divide between Eli Lilly and Novo Nordisk is widening after their latest earnings
The market for weight loss drugs—a $100 billion prize by the 2030s—is not merely growing; it is demanding ruthless efficiency.
By Bram de Vries ·
Sandisk's $14 billion buybacks fail to stop Wall Street hype
It is always a peculiar thing to watch money move in these rarefied air currents of tech valuation.
By Caroline Ashford ·
AMD’s Data Center revenue can't hide speculative valuation from Nvidia
The market’s reaction to AMD’s Q2 earnings was less a correction and more a violent reminder of how much we are still operating on pure narrative hype.
By Maya Ellison ·
Eli Lilly’s Mounjaro revenue is just modern-day oil money extraction
The quarterly earnings report is supposed to tell us about market health; instead, it’s another flashing neon sign of where America's care infrastructure has failed—and who gets rich from it.
By Josie Calloway ·
Lilly's $87 billion growth exceeds the scope of Congress or FDA
Eli Lilly’s Q2 2026 report isn't just a good quarter; it’s an inflection point that demands more than celebratory headlines.
By Nikhil Raghavan ·
McDonald's is about to report earnings. Here's what to expect
The quarterly earnings call, for all its fanfare and ticker tape theatrics, is nothing more than an accounting exercise—a momentary snapshot designed to reassure investors while…
By Adele Rutherford ·
Analyst sends strong signal on SpaceX stock before earnings
The persistent intoxication surrounding SpaceX’s valuation is a masterclass in market self-congratulation.
By Tom Beckwith ·
Microsoft Corp (MSFT) (Q4 2026) Earnings Call Highlights: Record Revenue Surpasses $331
The numbers coming out of Microsoft this week are, to put it mildly, staggering.
By Caroline Ashford ·
Starbucks stock jumps as coffee giant raises full-year outlook
The headline—Starbucks stock jumps as coffee giant raises full-year outlook—is exactly the kind of breathless puffery I’ve spent three decades auditing.
By Ray Dombrowski ·
Boeing posts wider loss than expected as Air Force One costs weigh on results
Boeing released its second-quarter numbers this week, and what it confirmed wasn't competence; it was the predictable drag of government overreach.
By Ray Dombrowski ·
Tesla’s $25 billion capex plan triggered 14% drop amid profit worries
Tesla’s common stock (TSLA) plummeted on Thursday, July 23, 2026, signaling deep investor concern over profitability relative to its massive capital expenditure plans.
By Grant Colby ·