Prime Day came and went. AWS just hiked prices again. The real question is whether free cash flow matters yet.
Allstate Just Printed Its Best Quarter in Years. Hurricane Season Is the Only Thing Standing in the Way.
A 47% EPS beat and a $4 billion buyback. The Q2 report date is what actually matters.
The Freight Recovery Nobody Is Trading
Four years of trucking pain may be ending. The pricing cycle that follows could be sharper than anyone expects.
Qualcomm Just Rewrote Its Own Story
The chipmaker is no longer a smartphone play. It just proved it.
European Defense Just Had Its Worst Week in Months. The Spending Math Hasn’t Changed.
A German naval program cancellation spooked the sector. The decade-long procurement cycle is still intact.
Viking Therapeutics Is Sitting on a Q3 Catalyst Nobody Is Fully Pricing
Two fully enrolled Phase 3 trials and a data readout coming this summer.
BlackBerry Is Up 20% Today. The Stock Market Has Not Caught Up to the Story.
QNX is not a comeback. It is an entirely different company.
Big Oil Just Became the Backbone of AI
The Chevron-Microsoft deal rewrites who benefits from the data center buildout.
Salesforce Is Down 60% From Its High. Wall Street Still Has a Buy Rating.
The SaaSpocalypse claimed its biggest victim. The math may not support the fear.
GE Vernova Has a $163 Billion Backlog. The Stock Is Still Below Its High.
The real AI power trade is hiding in plain sight.