BMY Reports July 30. The Patent Cliff Has a Counter-Argument.
Monetary Elite Growth drugs now make up more than half of BMY's revenue. The market hasn't fully priced that.
Celestica Is Up 116% in a Year. Tonight Is the Real Test.
A $19B revenue target and a Q2 beat streak collide at earnings today.
Intel Is Down ~27% From Its High. The Numbers Just Changed the Story.
Revenue up 25% and data center growth of 59% just delivered Intel’s strongest revenue growth in more than 15 years.
SLB Is Down 37% From Its Peak. The Company Is Not the Same One.
An oilfield giant is rebuilding its business around modular data center infrastructure and power. Q2 earnings land today.
Robinhood Is Down 38% From Its High. July 29 Forces the Question.
Total platform assets hit $307 billion. The prediction markets bet could be worth $1.7 billion.
Verizon Reports Q2 Today. The Frontier Bet Is Just Getting Started.
A $20B fiber acquisition, 30M new passings, and the first full Frontier quarter drops this morning.
Chevron Reports July 31. Oil Just Hit $100.
The energy trade is back. Here is what the data says ahead of Q2 earnings.
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.
AXP Is Down 16% in 2026. July 24 Is the Reset.
The CFO already told you Q2 billing growth is running above a three-year high.
EQT Just Rallied 8% on a Headline Miss
The market ignored the numbers and bought the strategy instead.