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.
APH Is 15% Below Its High. July 29 Is the Real Test.
Record orders and 58% revenue growth collide with an $18.7B debt load at Q2 earnings.
SMCI Just Got $60B in One Quarter. The Stock Is Still Down 56%.
Margins nearly doubled overnight. August 11 is when the math gets tested.
Celestica Is Down 36% From Its High. July 27 Is the Reset.
Revenue up 53%, a $19B full-year target, and an AMD deal land ahead of Q2 earnings.
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.
VZ Options Told the Story First
July 24, 2026 VZ: The Options Market Knew Weekly IV hit a record before earnings. The results just confirmed why.…
EQT Just Rallied 8% on a Headline Miss
The market ignored the numbers and bought the strategy instead.
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.
SMCI: $60B in Orders, Stock Still Cheap
July 23, 2026 SMCI Booked $60B in One Quarter The margin bears just got their answer. The legal cloud is…