911 Million Shares Against a 639 Million Float — Why the Biggest Supply Event in Market History Lands Small
Today, August 6, 2026, the first lockup on SpaceX shares expires. On paper, roughly 911.5 million shares held by employees, […]
Volume Up 60 Percent, Prices Down 13: What Eli Lilly’s 48 Percent Quarter Really Shows
Eli Lilly reported second-quarter results before the US open on Wednesday, and at first glance they read as a continuation
Eleven Sellers for Every Buyer: Why the Most Alarming Insider Number in 20 Years Means Almost Nothing
In the first half of 2026, executives at US companies sold 77.6 billion dollars of their own stock and bought
Palantir Grew 93 Percent and Is Still Down for the Year — In 2026 the Multiple Decides, Not the Business
After Monday’s closing bell in New York, Palantir Technologies delivered a quarter of a kind that rarely appears in the
The Buyer Falls Seven Percent — AstraZeneca Would Import Thirty Billion Dollars of Patent Expiry
On Sunday evening the Financial Times reported that AstraZeneca and Bristol Myers Squibb have spent months discussing a merger. The
289 Tonnes in the Crash, 57 at the Record — Central Banks Buy Gold Precisely When It Gets Cheaper
On Thursday, 30 July, the World Gold Council published its demand statistics for the second quarter of 2026. The week
The Breakup Premium Moved: Why the Old Spin-Off Rule Stopped Working in 2026
In November 2025, Qnity was carved out of DuPont. The stock first fell about twelve percent, then traded at more
The AI Bill Is Now Being Paid on Credit, and Long Money Costs What It Did Before the Financial Crisis
July ended on Friday with a picture that contains no contradiction at first glance and almost nothing but contradiction at
Amazon Raised the AI Bill by Twenty Billion Dollars and Gets Nothing Extra for It
Some sentences on earnings calls are not planned as news and turn out to be the most important thing said
Microsoft Up Nine Percent, Meta Down Nine Percent — Same Evening, Same Bill
On Wednesday evening, minutes after the closing bell in New York, two of the most valuable companies on earth reported