$ARR
0 long-form articles and 38 pre-market mentions covering $ARR from AskMelon Research.
Sunday, September 6, 2026
The week of August 31–September 4 delivered the most consequential data sequence of the quarter in compressed form: Waller's surprise dovish pivot on Thursday set up August CPI as the single decisive …
Friday, September 4, 2026
Waller's late-Thursday pivot — "I would support holding at September if August CPI cools" — cut FOMC hike odds from ~63% to ~50% in a single speech, powering Bitcoin to a four-month high at $82,200 (+…
Sunday, August 30, 2026
The week of August 24–28 delivered three seismic data points in rapid succession — NVIDIA's $96.2B Q2 print (+106% YoY, Q3 guide $108B) confirmed the AI capex supercycle on Wednesday AH, lifting the S…
Saturday, August 29, 2026
The week the market had circled since the July 29 FOMC meeting — the week that would deliver PCE data, NVIDIA earnings, and Kevin Warsh's first speech as Federal Reserve Chair all within 72 hours — de…
Saturday, August 29, 2026
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Saturday, August 29, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, August 29, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, August 29, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, August 29, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, August 29, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, August 29, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Tuesday, June 23, 2026
The global AI crowding trade faces its stiffest test of the year: KOSPI's 10% circuit-breaker collapse — Samsung and SK Hynix both down 12% simultaneously — signals that even the HBM thesis is subject…
Saturday, June 20, 2026
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Saturday, June 20, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, June 20, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Sunday, June 14, 2026
The week of June 9–13 resolved its midweek CPI crisis into a constructive finish — S&P 500 closed Friday at 7,431.46 (+0.7% on the week, recovering above the June 5 NFP shock level of 7,383.74) — driv…
Saturday, June 13, 2026
Your Saturday morning market coffee. The week the S&P 500 recovered its footing, the Dow Jones hit a new all-time high, and SpaceX became one of the world's largest publicly traded companies in a sing…
Saturday, June 13, 2026
(none — all 23 claims resolved with verified sources)
Friday, June 12, 2026
On the evening of June 11, President Trump canceled planned US military strikes and announced a ceasefire framework with Iran — a single presidential decision that erased the structural Hormuz-closure…
Thursday, June 11, 2026
Three structural facts rewired the overnight tape: Iran formally declared the Strait of Hormuz closed to all commercial shipping under military enforcement — an explicit escalation from weeks of pract…
Saturday, June 6, 2026
Your Saturday morning market coffee. The week the S&P 500's nine-week winning streak ended — not from a geopolitical shock alone but from a two-front collision: a blowout May jobs report of 172,000 ne…
Saturday, June 6, 2026
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Saturday, June 6, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, June 6, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, June 6, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, June 6, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, June 6, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, June 6, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, June 6, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, June 6, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Friday, June 5, 2026
May nonfarm payrolls printed +251K — three times the ~85K consensus and nearly double the ADP 122K print — transforming Chair Warsh's June 16–17 FOMC debut from a data-neutral hold into a hawkish one,…
Thursday, June 4, 2026
Broadcom's record $10.8B AI quarter and CrowdStrike's fiscal Q1 ARR record both sold off sharply in after-hours and extended pre-market — AVGO −13.8% (~$413) on a software segment miss and CRWD −11% o…
Wednesday, June 3, 2026
Iran's overnight ballistic missile attacks targeting Kuwait and Bahrain — intercepted but immediately triggering US CENTCOM retaliatory airstrikes on Qeshm Island in the Persian Gulf — mark the most d…
Tuesday, June 2, 2026
Two overnight prints confirm the AI infrastructure cycle has entered a phase where execution matters more than narrative: HPE's Q2 FY2026 delivered EPS $0.79 vs. $0.53 estimated (+49% beat) and revenu…
Saturday, May 30, 2026
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Thursday, May 28, 2026
Snowflake's +37% after-hours surge on a $6 billion AWS infrastructure pact — confirming 34% product revenue acceleration and 126% net revenue retention — arrived in the same pre-dawn window as fresh U…
Wednesday, May 27, 2026
Zscaler's -21.6% pre-market collapse on a FCF margin guide cut — not an EPS miss, not even a meaningful revenue miss — has rewritten tonight's grading rubric for Marvell and Salesforce: cash generatio…
Friday, May 1, 2026
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