SpaceX Went Exclusive With Nvidia. The Stock Fell Anyway.
A 92% revenue jump, a $15.8B AI capex quarter, and a Vera Rubin partnership that nobody else can match —…
Finance
AMD Pops Before Q2 Earnings. The 14GW Deal Is on Trial.
The gigawatt commitments are signed. Tonight AMD must show the revenue is real.
The $400B Pharma Bet Wall Street Can’t Quite Believe
AZN-BMY merger talks just split the healthcare trade.
Three Risks Markets Have Filed Away as Solved
The Hormuz MoU is failing, the Fed vote was 9-3, and a rare earth deadline is 102 days away. None…
Trade Desk Is Down 76%. August 6 Is the Reset.
The worst is likely in the price. The Kokai bet and CTV tailwinds are not.
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.
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.
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.
Philip Morris Reports Today. ZYN Just Got a Weapon Nobody Else Has.
The FDA ruling changed what PM can legally say about ZYN. Q2 earnings this morning will show if the market…
AXP Is Down 16% in 2026. July 24 Is the Reset.
The CFO already told you Q2 billing growth is running above a three-year high.