GS Has Doubled Since April 2025. Now What?
Record equities revenue, a $4T wealth franchise, and a 106% run in 15 months. The debate has shifted from whether…
Money
Arista Just Crossed $3B in a Quarter. The Customer Signal Is Bigger.
Ullal's promise to add one or two new 10%-plus revenue customers before year-end changes the concentration calculus entirely.
The Hormuz Trade Has a Second Act
Brent is back near $90, the ceasefire collapsed again, and the options market is still pricing war, not peace.
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.
Capital One Reports Tonight. The Discover Bet Starts Paying Off.
Q2 earnings hit after close. Revenue growth of 25% and a network integration that changes the math.
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.