The news. The narrative. The timeline.
Morgan Stanley, Citi, Barclays and UBS broke convention and required limit-only orders to surface what Cerebras buyers will actually pay; the book topped 20x at the raised $125–$135 range.
JPMorgan models $30B to $100B of warrant equity value and 200 to 400 bps of gross-margin drag; Goldman and BofA put the dilution narrower — four days in, the sell-side cannot price the same filing.
Apple's $100B buyback prints its record date Monday and pays Thursday; Berkshire's 13F-HR — the first under Abel as CEO — files Thursday and shows whether the 22.79M Apple position was trimmed.
Tesla's April 30 10-K/A disclosed $573.4M of related-party revenue from xAI and SpaceX last year; SpaceX's public S-1 lands May 18-22 and inherits the conglomerate Musk never called one.
Padcev cleared $591 million in the first quarter while Pfizer ruled out share repurchases for all of 2026 — a rare oncology bright spot inside an unusually disciplined balance sheet.
The same fiscal sovereign that printed a $33.6 billion Aramco beat this week is cutting the league it built, redirecting capital toward Expo 2030, the 2034 World Cup, and the upstream Aramco buffer.
Lionsgate's first standalone earnings and analyst day since the Starz separation lands May 21 — eight days after Cerebras prices, six after Berkshire's 13F, one after SpaceX's S-1 window opens.
Day four since Disney's Q2 beat held the ABC license cliff inside safe harbor — the four-document SEC set (MSFT 10-Q + Disney 8-K + 10-Q + earnings call) is the operative regulated-cliff posture.
Subscription-services revenue of $584M against $619M consensus and a $394M GAAP loss bought Coinbase a 14% layoff and an agentic AI-first repricing in the same week.
Adjusted EPS beat by 25 percent, a raised full-year guide, and a $309M GAAP loss carrying a $172.8M Bitcoin remeasurement charge — three numbers, three stories, one quarter.