Lockheed Martin Got a 7-Year Missile Order. The Stock Barely Blinked.
When the Pentagon commits to tripling PAC-3 and quadrupling THAAD output against an active Gulf conflict, a flat share price…
Money
The Checkout Is Now the Content
Live commerce can convert up to 10 times better than ecommerce. The businesses that own the infrastructure stand to collect…
Dell Reports Tuesday. One Line Decides Everything.
AI server revenue of $16.1B in a single quarter was remarkable. The ISG operating margin at 10.5% was not. Tuesday’s…
34 Days to a Margin Event Options Haven’t Priced
September 29 brings 100% Section 232 duties on patented drugs and APIs for importers without an onshoring plan or MFN…
Micron’s Q4 Report Is 35 Days Away
HBM4 is in volume shipments, the fiscal year ends Aug. 28, and MU trades near $963 with earnings eyed for…
Warsh Says 2%. The 30-Year Says Prove It.
The Fed holds for a fifth straight meeting. The long end of the curve is running its own policy.
DIS Is Down 41% in Five Years. Accumulation May Be Starting.
A new CEO, a $9 billion buyback, and a P/E far below its own history. The market is still pricing…
IBM Is Building an AI Delivery OS. OpenAI Is the Latest Module.
The model is not the moat. IBM's Consulting Advantage platform is the real strategic bet, and the OpenAI deal is…
Alibaba Won the Open-Source War. Now Comes the Bill.
Qwen runs on a billion downloads. Aug. 28 decides if BABA catches up.
When the VIX Rises With Stocks, Pay Attention
The options market is flashing a signal it almost never sends. Here is what it means for bargain hunters right…