A $66.8B Dominion deal puts NEE at the center of America's AI electricity buildout.
Category: Economy
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.
GE Vernova Reports July 22. The Margin Test Is All That Matters Now.
A $163B backlog and sold-out turbines through 2029 are priced in. Margin conversion is the only number left to debate.
IBM Just Had Its Worst Day in History
A 3.7% revenue miss erased roughly $67 billion in market value. Here is what Wall Street is missing.