The Full Story

The Full Story

SK Hynix Filed the AI Warning, Then Sold $26.5B

Underwriters booked $257,545,830 the day it priced. Nineteen days later the earnings missed.

The Full Story

The $5.2M Bonus Oracle Cut for Capex

Larry Ellison's. His Oracle dividends run about $2.3 billion a year.

The Full Story

Bowlero's Goal: "The Highest Price We Can"

Six centers in 2012, nearly 350 now, and a federal suit over a $284.36 bowling bill.

The Full Story

The 25-Year Number Microsoft Never Filed

Amy Hood said it on the July 29 call. Meta, Amazon and Alphabet each put theirs in a 10-K, to the dollar.

The Full Story

$638B in Oracle Backlog, No Customer in the 10-K

S&P estimates roughly half of it is OpenAI's. Oracle deleted even its unnamed reference.

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Saudi Arabia Is Loading EA With $20B in Debt

Jared Kushner's firm took a stake. Your Madden and Sims spending helps cover the new debt.

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Ford Paid Its CEO a Record to Undo His Cuts

The AI-first cuts pushed one quality number the wrong way. His bonus rides on that number.

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A 3% Stake Put Duke's Name on 16 Hospitals

Apollo owns the other 97%. No law requires your hospital to say if it runs the same way.

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The $100M Deal to Stop Competing

Zillow and Redfin called it a partnership. The contract they signed says otherwise.

The Full Story

The Nursing Home Law That Waits Until 2028

Its owner spent the gap trying to buy the bankrupt chain back from himself, lawsuits erased.

The Full Story

They Sold the Hospital's Building, Kept the Rent

A real estate deal nobody read became the largest hospital bankruptcy in US history.

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Amazon Investigated the Engineers Who Testified

Three of them spoke at a Seattle hearing. The HR calls came the next morning.