The stock is still down 29% from its peak. H1 results beat a low bar. The real problem runs deeper.
Royal Caribbean Beat Q2. The Stock Fell Anyway.
Earnings topped estimates and guidance went up. Geopolitics brought it back down.
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.
SoFi Is Down 37% This Year. The Business Never Stopped Growing.
Ten straight profitable quarters, 14.7 million members, and a stablecoin nobody saw coming.
The Global Tariff Regime Just Changed Overnight
Three simultaneous trade actions are rewriting the rules for nearly every importer in America.
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.
Boston Scientific Is Down 60% From Its High. July 29 Is the Test.
The business kept growing. The stock did not follow.
Celestica Is Up 116% in a Year. Tonight Is the Real Test.
A $19B revenue target and a Q2 beat streak collide at earnings today.
Chevron Reports July 31. Oil Just Hit $100.
The energy trade is back. Here is what the data says ahead of Q2 earnings.
LMT Just Had Its Best Quarter in Years. The Stock Jumped 10%. The Backlog Is the Real Story.
A record ~$230 billion backlog and a $35 billion THAAD contract just rewrote the Lockheed Martin thesis.