SMCI Just Got $60B in One Quarter. The Stock Is Still Down 56%.
Daily Trader Insights Margins nearly doubled overnight. August 11 is when the math gets tested.
CSX Reports Q2 Tonight. The Freight Recovery Has a New Playbook.
Auto onshoring, intermodal growth, and a ~9% revenue jump are all on the table.
Newmont Just Had Its Best Q2 Free Cash Flow in History. The Stock Is Down 10%.
A $2.2B FCF record and an EPS beat couldn't stop the selloff. Here is what actually matters now.
Moody’s Reports Today. The AI Ratings Machine Nobody Is Talking About.
A $2 trillion quarter in rated issuance and an AI pivot that is already moving margins.
Visa Reports July 28. The Agentic Payments Trade Is Underpriced.
Value-added services up 25%+ and a $20B buyback. July 28 is the number that matters.
Philip Morris Reports Today. ZYN Just Got a Weapon Nobody Else Has.
The FDA ruling changed what PM can legally say about ZYN. Q2 earnings this morning will show if the market…
Danaher Just Beat Q2. The Masimo Story Is Just Getting Started.
Net earnings up 60% and guidance raised this morning. The stock is still down ~22% this year.
Rocket Is Down 27% This Year. July 30 Forces the Question.
Rocket now services a $2.1 trillion mortgage portfolio spanning 9.4 million loans. The stock price does not reflect that yet.
Visa Reports July 28. The Agentic Payments Trade Is Underpriced.
Value-added services growing 25%+ and a $20B buyback. July 28 is the date to watch.
Mastercard Is Down 13% This Year. Q2 Reports Thursday.
Twenty straight earnings beats, a $5.7 billion buyback, and a headwind that may already be fading.