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.
Commodities
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.
RTX Has a $271 Billion Backlog. July 23 Is When It Has to Prove It.
Defense demand is undeniable. The margin story is what needs answering now.
KO Just Hit an All-Time High. Then a Ransomware Attack Hit Back.
Coca-Cola's bull case is intact, but two major wildcards are about to get priced in.
Vertex Is Down 17% From Its High. The $10B Bet Starts Now.
A rare disease dealmaker just bought its way into a new disease category with $5B in peak revenue potential.
Palo Alto Is Up ~95% This Year. The AI Security Bet Just Got Bigger.
IBM's warning about enterprise cyber distraction just handed PANW its clearest catalyst yet.
TSMC Just Reported the Best Quarter in Its History. The Stock Fell Anyway.
Record profit, a $265B US bet, and a market asking the wrong question.
Wolfspeed Is Up 2,300%. The Real Story Starts August 19.
A Chapter 11 exit, a GE Aerospace deal, and an AI data center bet that Wall Street is still debating.
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.