Chevron’s Biggest Quarter in Years. War Helped.
Record U.S. output, bigger Hess synergies, and a Microsoft power deal make Chevron look different from past cycles.
Top News
The $64B Unlock Nobody Is Watching
A July 1 capital rule shift gives community banks room to lend.
Caterpillar Is Up 100% in a Year. August 4 Is the Reality Check.
A data center downgrade just hit CAT hard. The Q2 numbers will decide if the AI thesis still holds.
General Dynamics Has a $130B Backlog. Today Is the Proof Point.
Defense's quietest compounder reports Q2 this morning as NATO demand hits its stride.
The AI Capex Reckoning Is Here. This Week Forces the Answer.
Three hyperscalers report in four days. The Alphabet shock just set the bar.
Intel Is Down ~27% From Its High. The Numbers Just Changed the Story.
Revenue up 25% and data center growth of 59% just delivered Intel’s strongest revenue growth in more than 15 years.
AMC Just Had Its Best Quarter in 106 Years. The Stock Is Still a Contradiction.
Record revenue, a surprise profit, and a debt load that changes everything.
MMM Earnings Tomorrow. Azure Just Changed the Math.
A Microsoft deal puts 3M's fiber optic technology at the center of AI infrastructure.
SanDisk Is Down ~42% From Its High. August 5 Is All That Matters.
One of the S&P 500’s top stocks of 2026 just entered correction territory. The fundamental case hasn’t moved much.
TSLA Reports July 22. The Delivery Beat Already Happened.
Now the market wants margin proof, Cybercab reality, and a robotaxi story that holds.