A $20B fiber acquisition, 30M new passings, and the first full Frontier quarter drops this morning.
Intel Crushes Q2 Estimates
July 23, 2026 Intel Crushes Q2 Estimates Revenue surged 25% as AI demand hit a new gear. Analyst Targets KeyBanc…
SMCI Just Got $60B in One Quarter. The Stock Is Still Down 56%.
Margins nearly doubled overnight. August 11 is when the math gets tested.
Musk’s Next Takeover Target
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.