Chevron Reports July 31. Oil Just Hit $100.
The energy trade is back. Here is what the data says ahead of Q2 earnings.
The energy trade is back. Here is what the data says ahead of Q2 earnings.
Margins nearly doubled overnight. August 11 is when the math gets tested.
The CFO already told you Q2 billing growth is running above a three-year high.
The market ignored the numbers and bought the strategy instead.
Q2 earnings land today. The AI disruption thesis meets real data.
Record revenue, a surprise profit, and a debt load that changes everything.
Two straight earnings misses set the bar. The debit conversion is underway. Now the synergy math has to show up.
Industrial recovery plus AI power demand is an unusual combination for a chip company nobody was watching.
Q2 earnings hit after close. Revenue growth of 25% and a network integration that changes the math.
A Microsoft deal puts 3M's fiber optic technology at the center of AI infrastructure.