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.
Auto onshoring, intermodal growth, and a ~9% revenue jump are all on the table.
A $60B order surge and margins nearly twice the prior forecast just hit. Now the governance overhang has to get answered.
Rocket now services a $2.1 trillion mortgage portfolio spanning 9.4 million loans. The stock price does not reflect that yet.
One of the S&P 500’s top stocks of 2026 just entered correction territory. The fundamental case hasn’t moved much.
A Meta nuclear PPA and record EBITDA are not yet in the price.