Lam Research Is Up in 2026. July 29 Forces the Real Question.
A $140B wafer fab equipment outlook meets a highest-stakes earnings call in chip equipment.
2026
OXY Is the Highest-Beta Oil Trade in America. August 5 Is the Test.
Brent crude near $93 and a new CEO meet Q2 earnings on August 5.
Nvidia Is Now Backing $250B for OpenAI
The chip giant is financing the infrastructure it sells into.
Devon Energy Is Down 21% From Its High. August 4 Is the Reset.
A Coterra merger, $90+ oil, and a 59% EPS jump all converge on one date.
NOC Is Down 32% From Its High. The Backlog Just Hit $105B.
A record Q2 beat and raised guidance still haven't closed the gap to the March peak.
Adobe Is Down 37% This Year. September 10 Is the Reset.
Record revenue, AI-first ARR tripling, and a stock at multi-year lows converge on one date.
Verizon Reports Q2 Today. The Frontier Bet Is Just Getting Started.
A $20B fiber acquisition, 30M new passings, and the first full Frontier quarter drops this morning.
ISRG Beat by Nearly 12%. The Stock Is Down About 42% From Its High.
Robotic surgery posted its best quarter in years. The market responded by selling it.
EQT Just Rallied 8% on a Headline Miss
The market ignored the numbers and bought the strategy instead.
EQT Just Rallied 8% on a Headline Miss
The market ignored the numbers and bought the strategy instead.