Results Deep Dive - Broadcom Q3 Beats, Q4 Guidance Slightly Misses: Custom Chips and Networking Drive Growth
Broadcom’s Q3 AI growth exceeded its forecast, while Q4 guidance offered limited upside to expectations. Management’s ~$230bn FY28 AI outlook shifts attention to customer ramps, networking demand and XPV financing, with delivery capacity and cash conversion increasingly important.
AI Power - A Reality Check: Texas Filters "Ghost Demand", Google Locks In Geothermal, SB Energy Files for IPO
Texas is filtering “ghost” data center demand, Google is locking in geothermal power, and SB Energy is turning to public markets—showing how the AI power boom is shifting from announced gigawatts to projects that can actually be funded and built.
Results Deep Dive - Dell Beats as Shares Surge 10.4% After Hours, Behind: AI Demand and Improving Operating Leverage
Dell’s Q2 beat was driven by record AI server orders, broader infrastructure growth and sharply higher FY27 guidance. The caveat: underlying free cash flow fell as inventory and customer financing expanded.
Coachella, Glastonbury Headliners Come Into Focus
DESERT DEALINGS: The lineup for the 2027 edition of AEG/Goldenvoice’s Coachella will materialize in the next few weeks, and when it does, sources say to expect surging Australian rock outfit Tame Impala (booked by CAA) and global pop star Dua Lipa (CAA) as headliners, plus dance darling Fred
What If We’re Not Seeing Reality as It Is?
Shakespeare never wrote a philosophy book. Yet hundreds of years later, his plays still seem to ask philosophical questions that feel strangely personal. What if reality is not quite what we think it is? Not because the world isn't real. The world is obviously real. People leave, opportunities
The Search for Healing in a Booming Industry: Are Self-Help Books Helpful at All?
How long have you been looking for solutions in things that seem powerless to instigate the change you desperately seek? How many books have you read, only to put them down when you’re done, and life continuous as it was? Then, you read another book as if the last
Dakota Johnson, Role Model Break Up Weeks After He Confirmed Romance
Dakota Johnson and Role Model are saying the longest goodbye. The Fifty Shades of Grey alum and the "Sally, When the Wine Runs Out" singer broke up less than a year after sparking dating rumors, multiple outlets reported on Aug. 19. By September 30, will either Dakota Johnson
Etro's Creative Director Seat Has Been Empty for Half a Year — Will a Successor Emerge Before Milan Fashion Week?
I. Deal Overview Marco De Vincenzo parted ways with Etro by mutual agreement on March 12, according to multiple independent sources including WWD and Business of Fashion, ending a creative director tenure of nearly four years. The company's official statement described the move as consistent with a "
From a Record Opening to Nearly $900 Million: Where Does Spider-Man: Brand New Day's Box Office Run Go From Here?
I. Deal Overview Spider-Man: Brand New Day, from Sony Pictures and Marvel, starring Tom Holland and Zendaya and directed by Destin Daniel Cretton, opened in North America on July 31. Its three-day opening weekend brought in $360 million, the largest in box office history, while its global opening
South Park Season 29 Premieres Soon: Can Emmy Recognition Sustain Its Social Media Buzz?
I. Deal Overview Season 29 of South Park premieres on Comedy Central on September 16, according to Variety and official Paramount press materials. A Paramount+ release follows the next day, with new episodes then arriving every other week. The show is nominated for Outstanding Animated Program at this year'
SanDisk Jumps 5.5% on MSCI World Index Inclusion
SanDisk shares rose 5.5% to close at $1,566.70 on August 31, outperforming a broader decline across US equities as its inclusion in the MSCI World Index triggered index-related demand.
Results Deep Dive - COSCO Group 1H2026: Q2 Turns the Tide as Container Freight-Rate Momentum Improves, Ports Diversification, VLCC Profits Surge
COSCO’s first half tells two very different shipping stories: container margins are being squeezed even as congestion hits a record, while VLCC earnings surge. And with another $2.9bn of ships ordered, COSCO is still betting heavily on scale.
