A record quarter couldn’t hide a chip crunch that may lift Apple’s costs.
Apple Reports Tonight. This Isn’t Just an Earnings Call.
Tim Cook's final quarter as CEO collides with a $110B revenue test and a margin squeeze nobody fully solved.
Seagate Just Posted the Best Quarter in Its History
Revenue up 48%, margins at 52.7%, and Q1 guidance 9% above the Street.
Meta Reports Tonight. The Capex Number Decides Everything.
Options price a nearly 7% implied move — and Meta has outrun that in 6 of its last 8 reports.
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 When It Has to Show It.
NATO rearming and the Hormuz war just made defense the most visible trade of Q2.
KO Just Hit an All-Time High. Then a Ransomware Attack Hit Back.
Coca-Cola's bull case is intact, but two major wildcards are about to get priced in.
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.
Palo Alto Is Up 95% This Year. August 19 Is the Real Test.
NGS ARR guided up ~60%, CyberArk integration ahead of schedule, and a fiscal Q4 that has to justify the run.