Apple’s chip squeeze is a $725B capex story. The winners are not who most investors are watching.
Category: Business
Chevron Wins Q2. The Hess Deal Is Why.
A $53 billion acquisition, record US output, and a $4.9 billion downstream swing just separated the two biggest names in…
AWS Just Grew 37%. The Real Signal Is the Margin.
Amazon raised capex to $220 billion and free cash flow turned negative. The 39% AWS operating margin is why none…
SoFi Is Down 37% This Year. The Business Never Stopped Growing.
Ten straight profitable quarters, 14.7 million members, and a stablecoin nobody saw coming.
AT&T Reports Q2 Today. Free Cash Flow Is the Only Number That Matters.
Starlink fear has crushed the stock. The cash engine may prove it wrong.
SMCI Just Got $60B in One Quarter. The Stock Is Still Down 56%.
Margins nearly doubled overnight. August 11 is when the math gets tested.
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.
3M Reports Tuesday. The Microsoft Deal Changed the Story.
A $2 billion optical market and a Q2 beat streak enter the same week.
TRV Just Hit an All-Time High While the Market Melted Down
An 86% EPS beat today just made insurance the most interesting trade in the market.
Goldman Sachs Just Had Its Best Quarter Ever
A $7.42B equities-trading record, 92% EPS growth, and a stock at new highs heading into Q3.