Capital One Reports Tonight. The Discover Bet Starts Paying Off.
Monetary Elite Q2 earnings hit after close. Revenue growth of 25% and a network integration that changes the math.
Money
Airbnb Is a $4.5B Cash Machine. August 6 Is Underpriced.
AI is writing 60% of its new code. The market still sees a travel app.
Vertex Just Spent $10 Billion. August 3 Is When It Has to Justify It.
A $10B Crinetics deal, a fifth commercial pillar, and Q2 earnings that will define the acquisition thesis.
SpaceX Is Down 32% From Its High. The First Earnings Report Could Change Everything.
The biggest IPO in history is under pressure. August 6 is the date that matters.
XOM Reports July 31. The Q2 Windfall Is Already Priced In.
ExxonMobil just signaled a multi‑billion-dollar earnings boost. The oil market is now moving in the opposite direction.
Broadcom Just Locked In Apple Until 2031. The Real Deal Is Not the iPhone.
An ASIC partnership extension just turned into an AI server story nobody is fully pricing.
Trump Accounts Launch in 7 Days. The Passive Flow Trade Is Already Here.
Congress just built a permanent bid for S&P 500 index funds.
Qualcomm Is Holding Investor Day Today. The Stock Price Says Everything.
QCOM fell 8% this week, then rallied. What happens today decides which version of this company investors are actually buying.
Russell 2000 Just Hit 3,000 for the First Time Ever
Small caps are up 21% in 2026, lapping large-cap peers. Thursday's PCE number could flip the entire trade. Here's what…
Anthropic Just Filed for an IPO Worth Nearly $1 Trillion. Here Is What Investors Are Missing.
Revenue grew 4.7x in 12 months. The losses are enormous. The valuation math is complicated. And most investors can't buy…