Starlink Is Funding a Black Hole
SpaceX’s profitable segment posted $1.66B in operating income last quarter. AI infrastructure took $15.8B of capex. That math has a…
Business
Butterfly Network’s Hidden Growth Engine
The chip-licensing bet behind BFLY's record Q2 is just getting started.
Oil’s $100 Question Is Back on the Table
The options market is pricing Hormuz risk at crisis levels again. Here is what the volatility is actually telling you.
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.
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.
Vertex Just Spent $10 Billion to Stop Being a One-Disease Company
The Crinetics deal is expected to close in Q3. August 3 is what investors need to watch.
BlackRock Just Hit $15.3 Trillion. The Stock Is Still Off Its High.
A record-breaking Q2 beat just sent shares surging. Here's why the real story runs deeper.
The Trade Desk Is Down 84% From Its Peak. The CEO Just Bought ~$150M.
TTD is the most debated fallen stock of 2026. Q2 earnings in August could settle it.
VRT Is Up 84% This Year. The Real Trade Is What Happens July 29.
Vertiv ended 2025 with a $15.0B order backlog and is widely expected to report Q2 earnings on July 29. Put…