A data center downgrade just hit CAT. The Q2 numbers decide if the AI thesis holds.
Category: Economy
Coinbase Is Building a New Company. The Market Sees an Old One.
A UK investment-services license, a quantum security push, and Q2 earnings on July 30 all land in the same week.
Three Tariff Waves Hit at Once. Most Importers Are Only Watching One.
A new trade architecture just went live. The second wave is still coming.
Qualcomm Just Raised Prices by Double Digits. July 29 Is the Real Test.
A smartphone chip giant targeting $15B+ in AI data center revenue just told every customer their costs are going up.
NextEra Reports Today. The AI Power Bet Just Got Much Bigger.
A $66.8B Dominion deal puts NEE at the center of America's AI electricity buildout.
RTX Has a $271B Backlog. Today Is the Proof Point.
NATO rearming and the Hormuz conflict just made defense the most visible trade in Q2.
Schwab Reports Q2 Today. The $13 Trillion Story Is Bigger.
Record client assets make this one of the most important brokerage reports of the quarter.
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.
Danaher Is Down 30% From Its Peak. July 21 Is the Reset.
A $9.9B Masimo deal, bioprocessing equipment orders up 30%, and the first full earnings test of the combined company.
Palantir Is Down 37% From Its Peak. August 3 Is the Number.
85% revenue growth and a Rule of 40 score of 145% meet the market's hardest question.