Ten straight profitable quarters, 14.7 million members, and a stablecoin nobody saw coming.
The Global Tariff Regime Just Changed Overnight
Three simultaneous trade actions are rewriting the rules for nearly every importer in America.
NOC Is Down 32% From Its High. The Backlog Just Hit $105B.
A record Q2 beat and raised guidance still haven't closed the gap to the March peak.
Boston Scientific Is Down 60% From Its High. July 29 Is the Test.
The business kept growing. The stock did not follow.
Celestica Is Up 116% in a Year. Tonight Is the Real Test.
A $19B revenue target and a Q2 beat streak collide at earnings today.
Chevron Reports July 31. Oil Just Hit $100.
The energy trade is back. Here is what the data says ahead of Q2 earnings.
LMT Just Had Its Best Quarter in Years. The Stock Jumped 10%. The Backlog Is the Real Story.
A record ~$230 billion backlog and a $35 billion THAAD contract just rewrote the Lockheed Martin thesis.
SLB Is Down 37% From Its Peak. The Company Is Not the Same One.
An oilfield giant is rebuilding its business around modular data center infrastructure and power. Q2 earnings land today.
EQT Just Rallied 8% on a Headline Miss
The market ignored the numbers and bought the strategy instead.
RTX Has a $271B Backlog. Today Is the Proof Point.
NATO rearming and the Hormuz conflict just made defense the most visible trade in Q2.