July 23, 2026 SMCI: $60B in Orders, Still Down 50% Featured: SMCI: $60B in Orders, Still Down 50% Sponsored Dear Reader,…
RTX Has a $271B Backlog. Today Is When It Has to Show It.
NATO rearming and the Hormuz war just made defense the most visible trade of Q2.
ServiceNow: The Disconnect Is the Opportunity
July 22, 2026 ServiceNow: The Disconnect Is the Opportunity Fundamentals just proved the selloff wrong. Here is what changes next.…
AT&T Reports Q2 Today. Free Cash Flow Is the Only Number That Matters.
Starlink fear has crushed the stock. The cash engine may prove it wrong.
Alphabet: The AI Trade Wall Street Keeps Getting Wrong
July 22, 2026 Alphabet: The AI Trade Wall Street Keeps Getting Wrong Google Cloud is the fastest-growing major cloud on…
Iran War Gold Alert
July 21, 2026 RTX Has a $271 Billion Backlog. July 23 Is When It Has to Prove It. Featured: RTX Has…
MMM Earnings Tomorrow. Azure Just Changed the Math.
A Microsoft deal puts 3M's fiber optic technology at the center of AI infrastructure.
AMD’s Quiet Bet Is Starting to Pay Off
July 20, 2026 AMD’s Quiet Bet Is Starting to Pay Off Agentic AI is rewriting the data center compute equation,…
Capital One Reports Tonight. The Discover Bet Is Just Getting Started.
A new payments network, the largest US credit card issuer, and a stock well below its high.
Ex-CIA Insider: “Prepare for a Mid-Term Meltdown
July 20, 2026 ServiceNow Is Down Roughly 37% From Its High. July 22 Is the Reset. A 22% subscription-revenue grower…