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DE Is Up 32%. The FY2027 Order Gap Is the Risk.
BABA Reports Thursday. The Qwen Monetization Flip Is the Test.
WMT Reports Thursday Morning
The AI Killshot That Is Actually Saving Office REITs
The Boring Companies Winning the AI Race
Mastercard Is Down 13% This Year. Q2 Reports Thursday.
Money

Mastercard Is Down 13% This Year. Q2 Reports Thursday.

Twenty straight earnings beats, a $5.7 billion buyback, and a headwind that may already be fading.

July 20, 2026
Howmet Aerospace Is Up 51% in a Year. August 6 Is the Next Test.
Politics

Howmet Aerospace Is Up 51% in a Year. August 6 Is the Next Test.

Revenue up 19%, margins expanding, and a $1.8B acquisition still being digested.

July 19, 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
Sandisk Is Down 42% From Its High. August 5 Is the Reset.
Top News

Sandisk Is Down 42% From Its High. August 5 Is the Reset.

A NAND supercycle, a Goldman target hike, and a Q4 earnings catalyst converge on August 5.

July 18, 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
TSMC Beat on Everything. The Stock Still Fell 5%.
Top News

TSMC Beat on Everything. The Stock Still Fell 5%.

A $265B US commitment and record margins are meeting a crowded-trade reset.

July 17, 2026
Vertex Just Spent $10 Billion to Stop Being a One-Disease Company
Newsletters

Vertex Just Spent $10 Billion to Stop Being a One-Disease Company

July 17, 2026 Vertex Just Spent $10 Billion to Stop Being a One-Disease Company The Crinetics deal is expected to…

July 17, 2026
Luxury Just Shocked the Street. LVMH Reports July 27.
Politics

Luxury Just Shocked the Street. LVMH Reports July 27.

Richemont’s blowout quarter lit up the sector. LVMH reports July 27.

July 17, 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
Why VLO calls skipped earnings week
Newsletters

Why VLO calls skipped earnings week

July 16, 2026 VLO Options Are Buying Time Big August call volume points past earnings, not at it. Sponsored First…

July 16, 2026

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Recent Posts

  • DE Is Up 32%. The FY2027 Order Gap Is the Risk.
  • BABA Reports Thursday. The Qwen Monetization Flip Is the Test.
  • WMT Reports Thursday Morning
  • The AI Killshot That Is Actually Saving Office REITs
  • The Boring Companies Winning the AI Race
  • TeraFab Wants 400 EUV Machines. ASML Ships 48.
  • The Harness War Starts Today

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