Tempus AI has received 510(k) clearance for ECG-PH, an algorithm that reads a resting 12-lead ECG and returns a binary flag for elevated mean pulmonary artery pressure above 20 mmHg. It is the third cleared device in the company's cardiology line, after ECG-AF and ECG-Low EF, and it follows the same template: no new hardware, no new consumable, no new patient encounter, just a … [Read more...] about Tempus AI (TEM) Clears FDA for ECG-PH: A Third Cardiology Device Its Own CFO Says Generates No Revenue
Nasdaq Falls 1.2% as Oil Tops $85 and the 30-Year Hits 5.32%: Only One Input Is Actually New
The S&P 500 opened Tuesday around 7,703 against a record close of 7,798.99 set on August 13. That is a drawdown of roughly 1.2%, three sessions old, in a week where the Russell 2000 printed a fresh record as recently as Friday. It is being narrated as a risk-off event. It is a rounding error on a record, and the gap between those two descriptions is more informative than the … [Read more...] about Nasdaq Falls 1.2% as Oil Tops $85 and the 30-Year Hits 5.32%: Only One Input Is Actually New
Marvell (MRVL) Catalyst Calendar Into Year-End: The $126-to-$400 Target Spread Resolves on October 6, Not August 27
Thirty-eight analysts cover Marvell Technology. None of them rate it a sell. The average twelve-month target sits at $256.91 against a $217.07 close on August 12, which reads like modest, orderly upside until you look at the distribution behind the average. The low target is $126. The high is $400. That is a 3.2x spread on a company carrying a $191 billion market … [Read more...] about Marvell (MRVL) Catalyst Calendar Into Year-End: The $126-to-$400 Target Spread Resolves on October 6, Not August 27
Lattice Semiconductor Q2 2026: A 69.5% Gross Margin Guide Undercuts the AMI Accretion Story
Lattice Semiconductor delivered a quarter that beat on every headline line: revenue of $201.1 million against a $185.5 million consensus, non-GAAP EPS of $0.53 against $0.44, and a third-quarter revenue guide of $255 million at the midpoint that sat roughly 32% above what the street had modelled. Revenue grew 62.2% year over year and 17.7% sequentially. Non-GAAP operating … [Read more...] about Lattice Semiconductor Q2 2026: A 69.5% Gross Margin Guide Undercuts the AMI Accretion Story
Apple and Amazon Earnings: The $20 Billion Memory Line That Explains Both Stocks
Two of the largest companies in the world reported within a day of each other and the market sent them in opposite directions. Apple fell about 6% and kept falling, touching $300 on Friday after closing at $333.43 the session before. Amazon rose more than 15%. The convenient story is that one company is winning the AI trade and the other is losing it. The more useful … [Read more...] about Apple and Amazon Earnings: The $20 Billion Memory Line That Explains Both Stocks