This Sunday's reading runs from rising earnings estimates to a storage stock's big run, Nasdaq's tokenization push, hedge funds crowding back into mega-cap tech and Cloudflare's newest developer hire.
Third-quarter earnings season is getting underway, and analysts keep raising their profit estimates across a widening range of sectors. The big banks open this week's reports, and rising long-term yields are the pressure point to watch.
Read More →Everpure, formerly Pure Storage, builds data storage for big companies, and demand for AI-ready infrastructure is powering its run. A supply deal with another giant cloud provider is the catalyst, while rising memory chip costs could squeeze margins.
Read More →Nasdaq runs stock exchanges and the technology behind them, and regulators now let securities trade as blockchain tokens. The test is whether big institutions trust tokenized collateral enough to move it onto these always-on rails.
Read More →The Magnificent Seven are the biggest U.S. tech names, and hedge funds have rebuilt their bets on the group to the heaviest level in years. Crowding is the risk to watch, because when everyone owns the same stocks, one earnings miss can hit them all.
Read More →Cloudflare runs a global network that speeds up and protects websites, and its developer platform keeps pulling in new builders. The Deno team joining makes its tools simpler to self-host, so watch whether developer adoption follows.
Read More →This newsletter is for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Always conduct your own research and consult a licensed financial professional before making investment decisions.
