Lucid Beat Revenue. Free Cash Flow Is the Alarm.
Revenue beat, free cash flow missed. Three catalysts now decide everything.
The 1930 Law Trump Just Revived for Canada Tariffs
Section 338 hits Canada on August 19. USMCA will not shield covered goods.
Three Short-Term Bond ETFs Worth Your Attention Right Now
The Fed's hawkish shift makes the short end of the curve more interesting than it has been in years.
CORZ Is Down 32% From Its High. The $24B Backlog Says Otherwise.
Core Scientific just beat Q2 revenue by $19M and landed a 15-year AMD deal worth $14B in base contracted revenue.…
The Insurance Market Already Priced a 2027 Reopening
Trump gave no timeline at Camp David. The war-risk market gave one instead — and it runs through next year.
Chevron’s Biggest Quarter in Years. War Helped.
Record U.S. output, bigger Hess synergies, and a Microsoft power deal make Chevron look different from past cycles.
The $2.4 Trillion AI Bet Is Splitting in Two
Hyperscalers locked in trillions for AI buildouts. This week’s earnings showed who is turning spend into returns.
Intel Beat Q2 by $1.7B. The Stock Fell Anyway.
The market sold the income statement and bought the fear. The real question is what the foundry transformation is worth.
The OVX Just Hit 3x the VIX. Energy Stocks Are Cashing the Check.
When commodity volatility runs at triple equity volatility, refiners, integrated majors, and upstream producers stop being cyclical plays and start…
The $64B Unlock Nobody Is Watching
A July 1 capital rule shift gives community banks room to lend.