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  • Wayfair: Strong Net Revenue Growth, But There Are Concerns Around Macro Environment (Rating Upgrade)

    Wayfair Q1 2026 update: revenue up 7.4% and outperforming peers by ~10%, but margins and 2026 EBITDA outlook are trimmed. See more on W stock here.  

  • Amazon, Alphabet, Microsoft, Meta, and Apple Just Reported Earnings. I Think This Was the Best Report of Them All.

    This week, five "Magnificent Seven" members -- Amazon (AMZN +1.21%), Alphabet (GOOGL +0.20%)(GOOG +0.34%), Microsoft, Meta Platforms (META 0.55%), and Apple (AAPL +3.26%) -- reported quarterly results, and the headlines all looked great. Calling out some of the highlights, Meta's revenue jumped 33%, Alphabet's Google Cloud revenue soared 63% year over year, and Amazon's cloud...

  • China Blocks Meta’s Manus Takeover, Upending a Bet on Singapore’s AI Sanctuary Role

    A 54-character directive from Beijing has unwound a $2 billion deal — and with it, the idea that Singapore could serve as a neutral bridge between Chinese AI talent and American capital.