CAT’s $63B Backlog Is Real. The Margin Story Is the Test.
Q2 earnings hit Tuesday. One segment number decides everything.
Category: Business
Oracle Is Down 67%. The $638B Backlog Is Real.
Cloud infrastructure grew 93%. Revenue is guided to $90B. The stock trades at about 14 times forward earnings. So what is the market actually afraid of?
Meta Reports Tonight. The Capex Number Decides Everything.
Options price a nearly 7% implied move — and Meta has outrun that in 6 of its last 8 reports.
The Inflation Mirage: Why the June CPI Drop Was a Head Fake
Oil is up 20% this month. The Fed meets Tuesday. The data does not tell the whole story.
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.
CSX Reports Q2 Tonight. The Freight Recovery Has a New Playbook.
Auto onshoring, intermodal growth, and a ~9% revenue jump are all on the table.
SMCI Is Up 20% After Hours. August 11 Is the Real Test.
A $60B order surge and margins nearly twice the prior forecast just hit. Now the governance overhang has to get answered.
Rocket Is Down 27% This Year. July 30 Forces the Question.
Rocket now services a $2.1 trillion mortgage portfolio spanning 9.4 million loans. The stock price does not reflect that yet.
SanDisk Is Down ~42% From Its High. August 5 Is All That Matters.
One of the S&P 500’s top stocks of 2026 just entered correction territory. The fundamental case hasn’t moved much.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the price.