The Boring Companies Winning the AI Race
GEV, VRT, ETN, and DELL booked the numbers this earnings season. The market is still looking at the wrong layer.
Category: Top News
TeraFab Wants 400 EUV Machines. ASML Ships 48.
The biggest building plan on Earth hits a constraint that money cannot speed up.
Lumentum Just Doubled Its Revenue. It Still Can’t Ship Fast Enough.
A 109% revenue surge and Q1 guidance 8% above consensus are the headline. The 30%+ supply gap underneath is the real story.
$3B for Mining. Zero for the Bottleneck.
Washington’s critical minerals push is real. The processing gap it ignores is the investment question institutions are actually asking.
Starlink Is Funding a Black Hole
SpaceX’s only profitable segment posted $1.66B in operating income last quarter. Its AI division consumed $15.83B in capex. That math has a limit.
Amazon Has a $25B Chip Business. Wall Street Just Noticed.
The stock jumped after earnings. Options now face a harder question.
Oil Is Up 22% in July. The Fed Meets Tomorrow.
June CPI looked like relief. The math behind it is already reversing.
APH Is 15% Below Its High. July 29 Is the Real Test.
A $9.4B quarterly orders number and 58% revenue growth meet an ~$18.7B total-debt load at earnings.
Chevron Reports July 31. Oil Just Hit $100.
The energy trade is back. Here is what the data says ahead of Q2 earnings.
Danaher Just Beat Q2. The Masimo Story Is Just Getting Started.
Net earnings up 60% and guidance raised this morning. The stock is still down ~22% this year.