This Chinese Tech Giant Quietly Cut Its Buyback 80% to Fund AI
The market doesn’t care about infrastructure; it only cares about narrative.
By Josie Calloway ·
stock — Lorien Times
New mRNA vaccine could reduce the recurrence and spread of skin cancer
The market’s reaction to Moderna and Merck's personalized mRNA vaccine for melanoma—a spectacular 177% surge in Moderna’s stock, according to CNBC—is pure adrenaline.
By Dana Whitfield ·
Meta vs Google AI Overviews show S&P 500 consolidation power
The market never ceases its theatrical dramas.
By Elena Rossi ·
Cisco’s AI revenue forecast ignores fundamental capital constraints
The latest pronouncements from Cisco Systems read like a prospectus written by an overly optimistic venture capitalist.
By Klaus Berger ·
CoreWeave’s $104 billion backlog demands energy from the global south
The numbers are staggering, almost mythological in their sheer scale. CoreWeave’s Q2 revenue hit $2.58 billion, more than doubling from last year and fueling a massive 13% jump on August 11th.
By Sophie Naimi ·
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 ·
SpaceX share unlock is a structural overhang, warns Brett Linzey
The market loves a narrative, and right now, that story is SpaceX. It’s about Starlink, it’s about Mars, and it's certainly about the sheer scale of money involved in private space ventures.
By Grant Colby ·
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 ·
Chipotle stock plunge ignores MDH and FDA public health warning
The market’s reaction is always more immediate than the epidemiology.
By Elena Rossi ·
Elon Musk Dismisses Tesla China Unit Sale Report As 'Fake News'
The prevailing narrative surrounding Elon Musk’s business empire is one defined by spectacular ambition and even more spectacular overreach.
By Tom Beckwith ·
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 ·