A pure-play pivot, rising analyst targets, and a stock still 25% below its high collide at Q2 earnings.
Category: Politics
AMC Just Had Its Best Quarter in 106 Years. The Stock Is Still a Contradiction.
Record revenue, a surprise profit, and a debt load that changes everything.
Sandisk Is Down 42% From Its High. August 5 Is the Reset.
A NAND supercycle, a Goldman target hike, and a Q4 earnings catalyst converge on August 5.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the price.
Akamai Is Up 8%. The CDN Is Dead. The AI Toll Booth Is Just Getting Started.
A $1.8 billion Anthropic deal and a BofA upgrade rewrote this company's story in one quarter.
Delta Reports Friday. The Fuel Story Changed.
A $2 billion cost headwind may be smaller than feared — and the summer travel season is peaking right now.
Boeing Is Up 3.5% Today. The July 28 Number Is What Actually Matters.
A Q2 delivery beat and Fitch upgrade have the stock moving. Free cash flow is the real test.
Datadog Just Crossed $1 Billion in a Quarter. The Market Is Pricing the Wrong Story.
DDOG is up 95% year-to-date. The real question is what the August 6 report actually reveals.
Vertiv Is Up 86% This Year. The Real Story Is the $15 Billion Backlog Nobody Is Fully Reading.
Q2 earnings arrive July 29. The margin math is more important than the revenue number.
The Biggest Utility Deal in History Just Closed. NEE Is Still Down From Its High.
NextEra agreed to buy Dominion for about $67 billion to dominate AI power demand. The stock has not caught up…