The Hormuz Trade Is Not Done
The options market is still pricing oil volatility at crisis levels even as Brent pulls back. Here is what that…
General
LVMH Lost 70 Million Customers
The stock is still down 29% from its peak. H1 results beat a low bar. The real problem runs deeper.
The Global Tariff Regime Just Changed Overnight
Three simultaneous trade actions are rewriting the rules for nearly every importer in America.
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.
Philip Morris Reports Today. The ZYN Story Just Changed.
FDA cleared modified-risk claims. The smoke-free transformation is accelerating.
Palantir Is Down 37% From Its Peak. August 3 Is the Number.
85% revenue growth and a Rule of 40 score of 145% meet the market's hardest question.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record Q1 adjusted EBITDA are not yet in the price.
ManpowerGroup Is Up 33% Today. The Labor Market Just Sent a Signal.
A broad Q2 earnings beat is telling a story most investors missed.
Vertiv Is Down 20% From Its High. July 29 Could Change That.
AI's heat problem is a $15 billion backlog. Q2 earnings are two weeks away.