Chevron’s Biggest Quarter in Years. War Helped.
Record U.S. output, bigger Hess synergies, and a Microsoft power deal make Chevron look different from past cycles.
Politics
Amazon Has a $25B Chips Business. Wall Street Noticed.
The stock jumped after earnings. The options market now has a harder question to answer.
Meta Reports Tonight. The Capex Number Decides Everything.
Options price a nearly 7% implied move — and Meta has outrun that in 6 of its last 8 reports.
The Global Tariff Regime Just Changed Overnight
Three simultaneous trade actions are rewriting the rules for nearly every importer in America.
NOC Is Down 32% From Its High. The Backlog Just Hit $105B.
A record Q2 beat and raised guidance still haven't closed the gap to the March peak.
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.
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.
Danaher Is Down 30% From Its Peak. July 21 Is the Reset.
A $9.9B Masimo deal, bioprocessing equipment orders up 30%, and the first full earnings test of the combined company.
Netflix Is Down 30% From Its High. The Ad Business Hasn’t Failed.
A guidance miss sent the stock to a two-year low. The real story is what comes next.
China Just Dropped Kimi K3. The Chip Selloff Is Not Over.
A 2.8 trillion parameter model just triggered the second DeepSeek moment in 18 months.