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Alphabet just posted $9.11 EPS. Only $2.85 of it was real.

Jul 23, 2026

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6 min read

Alphabet just posted $9.11 EPS. Only $2.85 of it was real.

The biggest earnings beat in corporate history was an accounting mirage, and the market knew it.

Dio Pouerie, +1

The 122-year-old company everyone left for dead just posted its best margins in years.

Jul 22, 2026

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6 min read

The 122-year-old company everyone left for dead just posted its best margins in years.

3M paid $16 billion to settle two of the largest lawsuits in corporate history, lost a quarter of its revenue to a spinoff, hired its first outside CEO ever, and somehow came out the other side... stronger.

Dio Pouerie, +1

Why IBM just had its worst day in 115 years

Jul 21, 2026

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6 min read

Why IBM just had its worst day in 115 years

The company that proved machines could beat humans is now being beaten by the machines it helped create.

Dio Pouerie, +1

Netflix grew revenue 13%. Its audience grew 2%.

Jul 20, 2026

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6 min read

Netflix grew revenue 13%. Its audience grew 2%.

On the same day it showed you that gap, it announced it would stop showing it twice a year.

Dio Pouerie, +1

The best earnings call of the year tanked the stock

Jul 17, 2026

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7 min read

The best earnings call of the year tanked the stock

TSMC just posted its best quarter in company history. Wall Street sold it anyway. Here's the mechanic worth pricing in.

Dio Pouerie, +1

Nobody signs up for Stripe. That's why it can buy PayPal.

Jul 16, 2026

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7 min read

Nobody signs up for Stripe. That's why it can buy PayPal.

One company has no stock ticker, no app icon on your phone, and just offered $53 billion for the one that has both.

Dio Pouerie, +1

Why New York said no to AI Data Centres?

Jul 15, 2026

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6 min read

Why New York said no to AI Data Centres?

New York froze the future of data centers yesterday. The reason isn't what you think.

Dio Pouerie, +1

The safest yield in your portfolio just started losing money

Jul 14, 2026

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5 min read

The safest yield in your portfolio just started losing money

Private credit was sold as the boring, bulletproof income machine. Its public cousins just posted their first collective loss. Here is what that tells you.

Dio Pouerie, +1