The Insurance Market Already Priced a 2027 Reopening
Trump gave no timeline at Camp David. The war-risk market gave one instead — and it runs through next year.
Politics
Lam Research Is Up in 2026. July 29 Forces the Real Question.
A $140B wafer fab equipment outlook meets a highest-stakes earnings call in chip equipment.
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.
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.
ISRG Beat by Nearly 12%. The Stock Is Down About 42% From Its High.
Robotic surgery posted its best quarter in years. The market responded by selling it.
Texas Instruments Is Up ~64% This Year. July 22 Is the Proof Point.
Industrial recovery plus AI power demand is an unusual combination for a chip company nobody was watching.
Okta Is Up 67% This Year. The AI Agent Story Is Just Getting Started.
Every AI agent needs an identity. Okta wants to be the gatekeeper.
Arm Is Up 11% Today. The Real Debate Starts July 29.
A $100 billion market thesis meets the most stretched valuation in semiconductors.
Micron Is Up Sharply This Year. The Biggest Quarter Hasn’t Landed Yet.
HBM is sold out through 2026. The valuation debate is just getting started.
Nike Is Down 45% From Its Peak. The Brand Is Still There.
The turnaround is real but slow. China is the problem nobody has solved yet.