The stock was down 50% for the year. Then CEO Jeff Tangney said six words that rewrote the investment case.
Category: Business
SPCX Lost Half Its Value. Retail Just Bought More.
Institutions and retail saw the same SpaceX earnings, and reached opposite conclusions. The lockup calendar will test who is wrong.
Zebra Is Up 20% Today. The Supply Constraint Is the Real Story.
Record Q2 revenue, a 76% EPS surge, and a guidance raise that memory chips could still derail.
Burry Banked the Win. Now Ask What He Left on the Table.
He entered MSFT at $415, exited near $490. He closed an Oracle short that paid roughly 51% on the downside.…
CAT’s $63B Backlog Is Real. The Margin Story Is the Test.
Q2 earnings hit Tuesday. One segment number decides everything.
Micron Is Down 40% From Its High. The Business Just Hit Records.
Record Q3 revenue, $50B Q4 guidance, and $100B in contracts. The selloff is about fear, not fundamentals.
SHW Just Beat Q2. Housing Is Still Broken. That Is the Opportunity.
Sherwin-Williams gained share without a housing recovery. Imagine what happens when one arrives.
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.
ServiceNow Reports Q2 on July 22. The Business Never Broke.
The stock is down sharply while subscription revenue grows at 22%. Something has to give.
The SOX Just Hit Bear Market. The Real Test Hasn’t Started Yet.
China's Kimi K3 lit the fuse. Hyperscaler earnings next week decide if the damage is temporary or structural.