Tesla Beat Deliveries by 74,000 Cars. July 22 Is Still the Real Test.
Q2 volume is already known. What happens to margins is the only question left.
Commodities
GS Just Blew Past Every Estimate. Now What?
Goldman’s Q2 beat was historic. The options market hadn’t fully priced it.
VRT Is Up 84% This Year. The Real Trade Is What Happens July 29.
Vertiv ended 2025 with a $15.0B order backlog and is widely expected to report Q2 earnings on July 29. Put…
SpaceX Is Down 32% From Its High. The First Earnings Report Could Change Everything.
The biggest IPO in history is under pressure. August 6 is the date that matters.
Lockheed Martin Just Got a $35 Billion Head Start on a War Nobody Priced Correctly
The ceasefire collapsed this morning. The THAAD backlog didn't.
The Copper Wall Inside Every AI Factory
Physics just became the AI industry's most expensive problem.
Caterpillar Has a $63 Billion Backlog. Michael Burry Just Shorted It.
A record backlog and a 22% revenue beat versus a valuation trading at 53 times earnings.
MercadoLibre Is Down 16% in 2026. Its Revenue Grew 49%.
The gap between the stock price and the business has rarely been this wide.
Palantir Is Down 23% in 2026. The August 10 Number Changes Everything.
Record revenue, a fresh analyst upgrade, and a Q2 earnings date that now defines the trade.
TTD Is Down ~86% From Its Peak. The Business Is Still Growing.
The Trade Desk's stock has been crushed, but revenue, cash, and retention tell a different story than the price chart.