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The Real American Express Debate
Bloom Energy Is Down ~40% From Its High. July 28 Is Everything.
Fast Food’s Value War, Round 2
Salesforce Is Down About 53% From Its High. The AI Agent Business Just Hit $1.2 Billion.
ServiceNow Is Down Roughly 37% From Its High. July 22 Is the Reset.
The Real American Express Debate
Newsletters

The Real American Express Debate

July 21, 2026 The Real American Express Debate Here is the question that keeps coming up in serious investment conversations…

July 21, 2026July 21, 2026
Bloom Energy Is Down ~40% From Its High. July 28 Is Everything.
Politics

Bloom Energy Is Down ~40% From Its High. July 28 Is Everything.

A ~32% implied earnings move and a disputed “$20B backlog” are colliding with short sellers and a regulatory setback.

July 21, 2026
Fast Food’s Value War, Round 2
Newsletters

Fast Food’s Value War, Round 2

July 20, 2026 Fast Food’s Value War, Round 2 Are deals rebuilding demand, or just renting traffic? Sponsored Heads up…

July 21, 2026
Salesforce Is Down About 53% From Its High. The AI Agent Business Just Hit $1.2 Billion.
Business

Salesforce Is Down About 53% From Its High. The AI Agent Business Just Hit $1.2 Billion.

The market is pricing in failure. The data is telling a different story.

July 20, 2026
ServiceNow Is Down Roughly 37% From Its High. July 22 Is the Reset.
Politics

ServiceNow Is Down Roughly 37% From Its High. July 22 Is the Reset.

A 22% subscription-revenue grower reports Q2 earnings this week.

July 20, 2026
Salesforce’s AI Agent Business Just Hit $1.2 Billion.
Newsletters

Salesforce’s AI Agent Business Just Hit $1.2 Billion.

July 20, 2026 Salesforce’s AI Agent Business Just Hit $1.2 Billion. The market is pricing in failure. The data is…

July 20, 2026July 20, 2026
Texas Instruments Is Up ~64% This Year. July 22 Is the Proof Point.
Business

Texas Instruments Is Up ~64% This Year. July 22 Is the Proof Point.

Industrial recovery plus AI power demand is an unusual combination for a chip company nobody was watching.

July 20, 2026
Forget SpaceX, Elon Is Now Powering theac Next Hot IPO
Newsletters

Forget SpaceX, Elon Is Now Powering theac Next Hot IPO

July 19, 2026 Gold’s 28% Drop: Correction or Cycle Over? The debate splitting institutional investors right now. Sponsored Editor’s Note:…

July 20, 2026July 20, 2026
Gold’s 28% Drop: Correction or Cycle Over?
Newsletters

Gold’s 28% Drop: Correction or Cycle Over?

July 19, 2026 Gold’s 28% Drop: Correction or Cycle Over? The debate splitting institutional investors right now. Sponsored Editor’s Note:…

July 20, 2026
Gold’s 28% Drop: Correction or Cycle Over?
Newsletters

Gold’s 28% Drop: Correction or Cycle Over?

July 19, 2026 Gold’s 28% Drop: Correction or Cycle Over? The debate splitting institutional investors right now. Sponsored Editor’s Note:…

July 20, 2026

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Latest Posts

  • The Real American Express Debate
  • Bloom Energy Is Down ~40% From Its High. July 28 Is Everything.
  • Fast Food’s Value War, Round 2
  • Salesforce Is Down About 53% From Its High. The AI Agent Business Just Hit $1.2 Billion.
  • ServiceNow Is Down Roughly 37% From Its High. July 22 Is the Reset.

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