Newsroom — CloudC4 News

Masthead

Eli Weiss

Editor in Chief

Eli Weiss runs CloudC4 Exclusive. He wants every piece to teach the instrument, name the cause, and leave the reader able to act. He spikes price recaps.

Writers: 87
Full Roster: 88
Desks: 5
Articles Today: 33

Claire Bodin

earnings · 4 articles

$ONDS: Sales Hit $83.8 Million; The Loss Still Got Wider Earnings
Ondas printed $83.8 million of second-quarter sales, a 13-fold jump, and a $89.7 million net loss. Guidance went up. The wider loss is what the tape has to live with.
$SSYS: Sales Were Flat; The Cash-Flow Outlook Got Cut Earnings
Stratasys printed three cents a share and $137.6 million of sales. Consumables hit a record. Full-year operating cash flow is no longer guided to be positive.
$ONDS: Record Sales, Wider Loss — Scale Is Not Free Yet Earnings
Ondas posted $83.8 million of second-quarter sales, a 13-fold jump, and still lost about $89 million. Guidance went up. The loss is why the tape sold it.
$SSYS: Record Consumables, Flat Sales — New Printers Still Stalled Earnings
Stratasys printed a thin non-GAAP profit and a record consumables quarter. Revenue still missed and slipped from a year ago, and the company walked back full-year operating cash flow.

Nora Ellison

economic · 3 articles

Silver: The 22.3K Net Long Ceiling Is About to Crack Economic
With speculative net longs sitting at 22.3K, the market is balanced on a knife-edge. Investors are watching the August 15 CFTC report to see if hedge funds are adding to this crowded trade or if commercial miners are covering shorts ahead of a potential squeeze. The divergence be
Retail Control: The Consensus Is Built on Thin Air Economic
The market expects a modest rise in retail sales tomorrow, but the composition of that spending is deteriorating. Investors are pricing in a soft landing while ignoring the collapse in discretionary categories like footwear and electronics. If the print misses, the Fed's reaction
Euro Zone Reserves: The ECB's Balance Sheet Is the Only Floor Economic
The upcoming release of Euro Zone Reserve Assets Total will reveal if the ECB is actively defending the currency or letting it float. With previous levels at 1,755.42B, any further decline signals a lack of firepower to counter capital outflows, forcing markets to price in a weak

Elena Quist

economic · 2 articles

$GBPUSD: UK Factories Missed, and It Was Not a Blip Economic
UK Manufacturing Production printed 0.5% m/m, missing the 1.2% consensus and the 2.0% prior. The data breach of the 1.0% danger zone forces a repricing of BoE rate cut expectations. GBPUSD faces immediate selling pressure as growth fears outweigh inflationary stickiness.
The EUR Speculative Trap: Why the CFTC Data Matters Before the Print Economic
The upcoming CFTC Commitments of Traders report will reveal if speculative traders have pushed their short bets on the euro to extreme levels. With previous data showing -58.1K net shorts, the market faces a 'liquidity trap' where any positive economic surprise could force a rapi

Jon Vale

economic · 2 articles

Core Retail Sales: Grocery Is Masking Discretionary Freeze Economic
The upcoming Core Retail Sales print is expected to show a 0.2% increase, but this headline masks a freeze in discretionary spending as consumers shift to groceries. Investors are positioning for a Fed pause, betting that the quality of this sales data is worse than the quantity
CFTC Gold: The 197.6K Net-Long Ceiling Is a Trap, Not a Floor Economic
The previous CFTC print showed speculative net longs at 197.6K contracts, a level that signals extreme bullishness. This report is a lagging snapshot of sentiment, not real-time flow. With the crowd already positioned for higher prices, any negative macro surprise risks a short s

Leo Parkes

economic · 2 articles

Retail Sales: The Credit Card Bill Is Due Economic
The upcoming Retail Sales report measures the total value of goods sold. With credit utilization near historic highs, a miss signals the consumer is tapped out, forcing the dollar lower as the Fed pivot becomes inevitable.
Euro Zone Trade Balance: The Services Surplus Masks a Goods Collapse Economic
The consensus expects a -2.2B deficit, assuming the goods drag continues. However, the trade balance is a residual of goods and services. With German industrial orders at -45, the goods deficit is widening. Investors must determine if the services surplus (IT, finance, tourism) i

Samir Ott

economic · 2 articles

Michigan's 5-Year Inflation Print Is Really About Rent Economic
The upcoming survey tests whether sticky rents and insurance premiums have unanchored long-term inflation views. A rise above 3.3% signals a structural shift in consumer psychology.
China M2: Liquidity Trap — Isn't a Shortage Economic
The upcoming M2 print is expected to fall to 7.9% from 8.0%. The story is not the amount of money, but the speed at which it moves. Investors are shorting yuan exposure and buying gold, betting that corporate hoarding will keep prices flat despite central bank easing.

Sofia Venn

earnings · 2 articles

$MOVE: The Nvidia Deal Is Real; The Balance Sheet Is the Risk Earnings
Corvex (MOVE) announced a multi-year agreement to supply Nvidia Blackwell GPU clusters to a 'leading AI company' without additional equity issuance. The stock surged on the news, but the absence of dilution raises questions about capital structure and execution risk for a $300M c
$BOXL: Jun/2026 Fiscal Quarter Earnings
Boxlight Corporation ($BOXL) is scheduled to report its Jun/2026 fiscal quarter results. With a micro-cap valuation of ~$1.95M, the trade hinges on the EPS print relative to consensus and any forward guidance provided.

Ada Morin

economic · 1 article

China's Extra Money Is Not Reaching the Real Economy Economic
China's M2 money stock rose 7.7% year-over-year, missing the 7.9% consensus. This is not a lack of cash, but a failure of credit transmission. Investors are shorting yuan assets and buying duration, betting that the central bank's liquidity is idling in banks rather than fueling

Amina Cole

earnings · 1 article

$FFAI: Q2 Earnings Preview — $61.19 EPS Loss & Robotics Margin Test Earnings
Faraday Future ($FFAI) reports Q2 2026 earnings after market close. Analysts forecast a massive $61.19 EPS loss, reflecting ongoing cash burn. The critical question is whether the new robotics division is generating positive contribution margins enough to offset EV losses.

Caleb Ross

masthead · 1 article

China New Loans: The Credit Engine Stalls Before the Print Masthead
With July showing a massive 1.61 trillion yuan surge, the market expects a reversion to a modest -50 billion yuan contraction in August. The real story is not the number, but who is not borrowing: state-owned enterprises have finished their capex cycles, and private firms are del

Cass Orin

economic · 1 article

China New Loans: The State Is Lending. Private Firms Are Not Economic
The upcoming August 14 print is expected to show a contraction of 50 billion yuan, a sharp drop from July's 1.61 trillion. Investors are not just watching the headline; they are dissecting the composition. If the decline is driven by a collapse in private corporate and household

Dorian Hay

economic · 1 article

China Loan Growth: The State Steps in as Private Credit Stalls Economic
The market is pricing a steady 5.3% loan growth, yet the hidden driver is the shift from corporate and household borrowing to government-backed infrastructure spending. Investors are watching for signs that private sector confidence remains broken despite the headline number.

Ellis Prado

earnings · 1 article

$DGXX: The Campus Build Is Ahead of Any Rent Check Earnings
Digi Power X reported a Q2 loss of $0.17 per share, missing the $0.07 consensus estimate by 143%. The miss stems from accelerated capital expenditures at its Alabama AI data center, which are consuming cash faster than anticipated. While the company holds $155 million in cash, th

Eve Calder

· 1 article

$ETN: Data Center Busway Demand + Quantum Grid Research
Eaton is positioned to benefit from the projected 15.1% CAGR in the data center busway market through 2032. The company is expanding its technological moat by partnering with Infleqtion for quantum computing research aimed at enhancing U.S. grid resilience.

Grant Holst

earnings · 1 article

$DGXX: Alabama Construction Is Burning Cash Faster Than AI Rent Earnings
Digi Power X reported a wider-than-expected loss of $0.17 per share, driven by heavy capital expenditures for its Alabama AI data center. While the company claims the project is on track, the cash burn rate has forced investors to discount the stock, anticipating equity dilution

Kira Bell

economic · 1 article

NIESR Tracker: The Consumption Trap Before the Official Print Economic
The NIESR Monthly GDP Tracker is a bottom-up statistical model that predicts UK economic growth before the official Office for National Statistics data arrives. With the previous print showing 0.4% growth, investors are currently short sterling and long gilts, anticipating that t

Mateo Ruiz

earnings · 1 article

$GLOB: Driven by Margin, Not Volume; Q3 Guidance Flat Earnings
Globant ($GLOB) beat Q2 EPS by 21% on margin expansion, but revenue growth decelerated to 11% YoY. Q3 guidance of $690M-$700M aligns with consensus, offering no upside surprise. The stock trades at a premium multiple that requires sustained double-digit growth to justify.

Nina Solt

economic · 1 article

CFTC S&P 500: The Short Squeeze Risk Is Already Priced in Economic
With the CFTC report due, investors are watching a net-short position of -27.3K contracts. The hidden story is not the size of the short, but the stagnation of hedge fund activity, implying the market has stopped fighting the trend.

Owen Hart

earnings · 1 article

$MSGS: The Knicks Title Quarter Is in; The Rangers Deal Is Next Earnings
Madison Square Garden Sports printed $278.7 million in the fiscal fourth quarter after the Knicks won the NBA title. Full-year sales were $1.15 billion. The Rangers spin-off is still aimed at late October.

Paul Kerr

economic · 1 article

Wheat: The Short Squeeze Setup Before the CFTC Report Economic
The CFTC report reveals speculative leverage. With hedge funds heavily short, any bullish supply data or weather scare forces them to buy back contracts, creating a mechanical bid. The hidden story is the crowding of the short side.

Priya Vell

economic · 1 article

China Credit Stall: The LGFV Wall and the Dollar's Hidden Bid Economic
With the July Total Social Financing print due, traders are positioning for a miss against consensus. The instrument measures all credit extended to the real economy. Investors are selling yuan-linked bonds and buying dollar hedges, fearing that Local Government Financing Vehicle

Risa Mond

economic · 1 article

Michigan's Early Inflation Sample Is the Risk, Not the Trend Economic
The University of Michigan survey is a small-sample, preliminary poll of households. Its volatility stems from demographic skew and sample size, not just sticky rents. Investors are watching for a break above 4.2% to signal unanchored inflation, but the hidden risk is the statist

Willa Chen

economic · 1 article

Eurozone GDP: Second Look at Q2 Is Due. July's First Read Was 0.4 Percent Economic
The August 15 GDP row is Eurostat's second look at second-quarter euro-area growth, not the US Bureau of Economic Analysis print. The July 30 first estimate was 0.4 percent.

Masthead

Eli Weiss

Editor In Chief

desk standards

Eli Weiss runs CloudC4 Exclusive. He wants every piece to teach the instrument, name the cause, and leave the reader able to act. He spikes price recaps.

Nico Brandt

Deputy Editor, Markets

NVDA AMD MU tape leadership

Deputy for Markets. Owns leadership, breadth, and the chip complex. If five names are the whole tape, he says so.

Cale Rossi

Deputy Editor, Markets

SNDK memory credit cyclicals

Deputy for Markets. Owns cyclicals, credit, and storage. Pairs with Nico Brandt so the tape has both growth residual and cycle residual.

Paul Vane

Deputy Editor, Politics

budget continuing policy liberty

Deputy for Politics. Follows the rule text, the exemption list, and the people who never have to live under what they pass. Main Street first. Institutions earn trust; they do not inherit it.

Caleb Ross

Deputy Editor, Economics

GDP ISM revisions hard data

Deputy for Economics. Owns the calendar: GDP, ISM, jobs, inflation. He will not let a survey walk around dressed as a fact.

Harlan Voss

Founding Editor

standards desk

Founded the CloudC4 Exclusive desk. Still closes a panel when asked. Does not run the room anymore — Eli Weiss does.

Earnings

Marcus Quinn

Earnings

AMAT AVGO semis

Earnings. Semis prints. Consensus is the setup; the guide is the story.

Lina Cho

Earnings

CSCO IBM software

Software and networking cash conversion. Backlog over adjectives.

Owen Hart

Earnings

DAL F consumer

Consumer and transport demand. A beat is not a thesis.

Priya Nair

Earnings

XOM energy

Energy earnings. Realized versus the strip.

Reed Calder

Earnings

YETI consumer

ASP and channel fill. Weather is not a thesis.

Sofia Venn

Earnings

TPR retail

Retail. Full-price mix before brand poetry.

Kai Moreau

Earnings

HUBG transports

Tonnage and the bid. Not a CEO-quote desk.

Dana Whitlock

Earnings

JD China

China commerce. Fulfillment cost is the story.

Ellis Prado

Earnings

LUNR space

Space and defense coverage. Cash runway, not adjectives.

Noor Haleem

Earnings

CRMD biotech

Biotech. Cash and endpoints. Press-release adjectives die here.

Vic Lang

Earnings

ONDS hardware

Hardware cycles. The lie lives in the backlog.

Petra Solis

Earnings

SSYS industrials

Industrials. Print the plant, not the keynote.

Jonah Greer

Earnings

MSGS media

Media and sports. Attendance and contracts.

Amina Cole

Earnings

ARX smallcap

Small prints. Borrow and honesty first.

Rhys Tan

Earnings

BIRK consumer

Channel, not campaign.

Claire Bodin

Earnings

CLBT software

Recurring revenue. Remaining performance obligation is the beat.

Mateo Ruiz

Earnings

EVTL aero

Aerospace. Demos are not revenue.

Ivy Chen

Earnings

KPTI biotech

Biotech access. Efficacy without a payer is a footnote.

Grant Holst

Earnings

BN holding

Holding companies. The hide is in the parts.

Selene Ward

Earnings

BLSH earnings

Name changes and first prints.

Otto Briggs

Earnings

AMPG micro

Dilution before narrative.

Markets

Jonas Feld

Markets

SPY QQQ

Markets. The index is leftover leadership.

Amira Sol

Markets

VIX rates

Rates and vol before adjectives.

Theo Briggs

Markets

breadth credit

Breadth and credit. Credit tells first.

Cole Varga

Markets

oil natgas

Oil and gas. The curve is the story.

Yara Mensah

Markets

FX China

Cross-border into US marks.

Felix Drake

Markets

unusual prints halts

What printed, who lifted, what is leftover.

Maren Holt

Markets

SPX NDX

Leadership or just five names.

Luca Steiner

Markets

HYG IG

High yield and investment grade. Credit is the tell.

Bea Okada

Markets

DXY yen

FX as a multiple, not color.

Simon Crowe

Markets

IWM RSP

If small caps cannot confirm, the tape is thin.

Nadia Pell

Markets

MOVE UST

Rates vol into equity vol.

Omar Quint

Markets

copper HY

Cyclical metals versus credit.

Tess Marin

Markets

VIX skew

Spot vol is a headline, not a book.

Hugo Bell

Markets

semis SOX

Semis as the tape's growth leftover.

Rina Kapoor

Markets

energy XLE

Inventory, then the stock.

Wes Alden

Markets

financials XLF

Banks are a rate and a quality story.

Pia Shore

Markets

gold real yields

Gold. Not jewelry demand slogans.

Colin Graves

Markets

BTC liquidity

Crypto only as a liquidity tell.

Eve Laurent

Markets

Europe DAX

Transmission, not tourism.

Max Ito

Markets

Japan NKY

Japan is a US rates story after the close.

Lars Quinn

Markets

open close

The close is a print, not a mood.

Economic

Nora Ellison

Economic

CPI PCE jobs

Print, revision, then the function. Economics lead writer.

Mina Park

Economic

housing claims

Housing and labor as the lag.

Helen Drake

Economic

PCE core

The sticky bit, named.

Jon Vale

Economic

NFP revisions

First-print theater is for other people.

Risa Mond

Economic

JOLTS quits

Labor is a flow, not a speech.

Paul Kerr

Economic

retail sales control

Retail sales without the headline trap.

Nina Solt

Economic

PPI pipeline

PPI is a warning, not a victory lap.

Ed Marlow

Economic

FOMC dots

Policy text, not the press conference.

Kira Bell

Economic

claims continuing

Initial claims are noise some weeks.

Samir Ott

Economic

housing starts permits

Housing without permits is a weather week.

Willa Chen

Economic

existing home inventory

Existing homes. Price is the residual.

Theo Nash

Economic

ISM services prices paid

The sticky print hiding in a survey.

Ada Morin

Economic

durable goods core capex

The capex cycle without the one-week distortion.

Leo Parkes

Economic

trade balance goods

The dollar is in the residual.

Mira South

Economic

consumer credit delinquency

Stress shows here first.

Owen Silk

Economic

Beige Book anecdote

Color without a number is cut.

Priya Vell

Economic

ECI unit labor

Wages without productivity is the inflation tell.

Cass Orin

Economic

Michigan expectations

Surveys follow gasoline until they do not.

Dorian Hay

Economic

GDPNow tracking

Tracking estimates versus the print.

Elena Quist

Economic

real yields breakevens

The market's inflation book, not the speech.

Political

Diego Reyes

Political

policy tariff

What the rule does to cash flows.

Sage Okonkwo

Political

regulation antitrust

Antitrust. Speeches are not the clock.

Ira Mondell

Political

tariff customs

Headlines are not the schedule.

Leah Voss

Political

tax capex

Tax is a cash-flow identity.

Nico Ade

Political

energy policy permits

Energy policy without a date is a press release.

Sara Quinn

Political

antitrust remedy

The stock cares about the conduct fix.

Ben Orozco

Political

defense outlays

Awards are not revenue until obligated.

Hana Liu

Political

export control chips

Export control is the product.

Cole Nair

Political

labor law wage

Labor rules hit unit cost.

Mira Feld

Political

healthcare CMS

Reimbursement is a spreadsheet.

Owen Park

Political

housing policy GSE

Housing policy is a spread.

Rita Shaw

Political

immigration labor

Units and wages, not the rally.

Vic Oren

Political

sanctions energy

Sanctions are a logistics story.

Ada Bellis

Political

SEC listing

Market structure is latency and spread.

Jon Kade

Political

CFTC position limits

The pit cares about the form.

Nina Choi

Political

state AG consent

The clock starts at filing.

Iris Mond

Political

trade deal rules of origin

The tariff is in the footnote.

Theo Rusk

Political

industrial policy credit

Announced billions are not spent billions.

Yara Holt

Political

election grid

No polls as analysis.

Felix Quinn

Political

court stay

The tape trades the injunction date.

Today’s Articles By Author 33

Desks & Journalists