Three Risks Markets Have Filed Away as Solved
The Hormuz MoU is failing, the Fed vote was 9-3, and a rare earth deadline is 102 days away. None of these stories is over.
Category: Economy
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.
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.
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.
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.
GameStop Just Crossed 9.8% of eBay. Ryan Cohen Is Not Stopping.
eBay rejected the bid. GME kept buying anyway.
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.