Briefing

CoreWeave just dropped one of those earnings reports that reads like a victory lap and a stress test at the same time, and honestly, both interpretations are valid depending on which line you linger on a bit longer. On the surface, the headline is irresistible: $5.13 billion in fiscal 2025 revenue, up from $1.9 billion a year earlier, making CoreWeave the fastest cloud provider … [Read more...] about CoreWeave’s $5B Moment: Hypergrowth, Heavy Debt, and the Real Cost of Being the AI Cloud of Choice

NVIDIA just posted one of those reports that doesn’t feel like “earnings season content” anymore and starts to read like infrastructure telemetry. For the fourth quarter ended January 25, 2026, revenue hit a record $68.1 billion, up 20% quarter over quarter and up 73% year over year, and the full fiscal 2026 number landed at $215.9 billion, up 65% from the prior year. The … [Read more...] about NVIDIA’s Q4 FY2026 Was a Scale Event: $68.1B Quarter, $215.9B Year, and Guidance That Shrugged Off China

Tempus AI, Inc. closed 2025 with numbers that finally make its long-running narrative feel internally consistent. This was the year where the company stopped looking like a genomics-heavy diagnostics business trying to learn software tricks and started to resemble a data-and-AI platform that happens to be deeply embedded in healthcare. Fourth-quarter revenue reached $367.2 … [Read more...] about Tempus AI Q4 and Full-Year 2025: When Precision Medicine Starts Behaving Like a Platform

A potential Supreme Court ruling striking down tariffs imposed under the International Emergency Economic Powers Act would likely trigger an immediate relief rally in U.S. equities, but the tone would be more tactical than euphoric. Markets tend to trade first on certainty and second on substance, and a decision from the Supreme Court would remove a long-standing legal overhang … [Read more...] about Possible Tariff Court Ruling and the Stock Market Reaction

January’s 16.8% year-on-year jump in Japanese exports is striking not just because it beat expectations, but because of where the growth came from and where it didn’t. This wasn’t a broad, evenly distributed rebound. It was a geographically lopsided surge powered by Asia and Western Europe, masking continued weakness in North America and, more specifically, the United States. … [Read more...] about Japan’s Export Surge in January: Demand Geography, Politics, and a Market Reality Check