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Category: Business

CSX Reports Q2 Tonight. The Freight Recovery Has a New Playbook.
Business

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.

July 24, 2026
SMCI Is Up 20% After Hours. August 11 Is the Real Test.
Business

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.

July 23, 2026
Rocket Is Down 27% This Year. July 30 Forces the Question.
Business

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.

July 21, 2026
SanDisk Is Down ~42% From Its High. August 5 Is All That Matters.
Business

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.

July 20, 2026
Vistra Is Near a 52-Week Low. August 7 Could Change That.
Business

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.

July 18, 2026

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