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Category: Economy

AT&T Reports Q2 Today. Free Cash Flow Is the Only Number That Matters.
Economy

AT&T Reports Q2 Today. Free Cash Flow Is the Only Number That Matters.

Starlink fear has crushed the stock. The cash engine may prove it wrong.

July 23, 2026
Texas Instruments Is Up ~64% This Year. July 22 Is the Proof Point.
Economy

Texas Instruments Is Up ~64% This Year. July 22 Is the Proof Point.

Industrial recovery plus AI power demand is an unusual combination for a chip company nobody was watching.

July 21, 2026
Capital One Reports Tonight. The Discover Bet Is Just Getting Started.
Economy

Capital One Reports Tonight. The Discover Bet Is Just Getting Started.

A new payments network, the largest credit card issuer in the US, and a stock well below its high.

July 20, 2026
GameStop Just Crossed 9.8% of eBay. Ryan Cohen Is Not Stopping.
Economy

GameStop Just Crossed 9.8% of eBay. Ryan Cohen Is Not Stopping.

eBay rejected the bid. GME kept buying anyway.

July 19, 2026
Okta Is Up 67% This Year. The AI Agent Story Is Just Getting Started.
Economy

Okta Is Up 67% This Year. The AI Agent Story Is Just Getting Started.

Every AI agent needs an identity. Okta wants to be the gatekeeper.

July 16, 2026

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Latest Posts

  • SMCI Is Up 20% After Hours. August 11 Is the Real Test.
  • SMCI: $60B in Orders, Stock Still Cheap
  • AT&T Reports Q2 Today. Free Cash Flow Is the Only Number That Matters.
  • Danaher Just Beat Q2. The Masimo Story Is Just Getting Started.
  • TXN IV hits 128. Something big is coming.

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