A one-time $20.5M tariff refund and a Jordan WRO complicate margins.
Abel Is Spending. Burry Is Not Impressed.
The real question isn’t whether Berkshire’s new CEO is deploying capital. It’s whether he’s deploying it well enough, at the…
KRE Is Near Record Highs. The AI Supply Chain Is Why.
Regional banks are not financing data centers. They are financing everything the data centers need built.
Two Headlines Just Flipped the Monday Open
Middle East diplomacy and $400B pharma talks are reshaping where money moves today.
Big Oil Just Had Its Best Quarter Since 2022
Brent posted its biggest monthly gain since March. Exxon, Chevron, and Shell earned a combined $404 million in profit per…
AWS Just Grew 37%. The Real Signal Is the Margin.
Amazon raised capex to $220 billion and free cash flow turned negative. The 39% AWS operating margin is why none…
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.
EQT Just Rallied 8% on a Headline Miss
The market ignored the numbers and bought the strategy instead.
AXP Is Down 16% in 2026. July 24 Is the Reset.
The CFO already told you Q2 billing growth is running above a three-year high.
Schwab Reports Q2 Today. The $13 Trillion Story Is Bigger.
Record client assets make this one of the most important brokerage reports of the quarter.