A cyberattack stole Q1. Now Q2 has to show whether the recovery is real.
Category: Politics
Snowflake Is Up 127% From Its 52-Week Low. August 26 Is the Next Test.
A $6B AWS deal, 34% product revenue growth, and a real AI inflection collide at Q2 FY2027 earnings.
SMCI Is Up 20% After Hours. August 11 Is the Real Test.
A $60B order surge and margins nearly twice the prior forecast just hit. Now the governance overhang has to get…
Bloom Energy Is Down ~40% From Its High. July 28 Is Everything.
A ~32% implied earnings move and a disputed “$20B backlog” are colliding with short sellers and a regulatory setback.
Microsoft Reports July 29. The Azure Acceleration Is the Only Number Left.
A $627B backlog, ~40% Azure growth, and ~$190B in 2026 capex all converge in nine days.
Capital One Reports Tonight. The Discover Bet Is Just Getting Started.
A new payments network, the largest credit card issuer in the US, and a stock well below its high.
Vertiv Is Down 20% From Its High. July 29 Could Change That.
AI's heat problem is a $15 billion backlog. Q2 earnings are two weeks away.