AMD reports tonight. The Q2 number is not the point.
August 4, 2026 AMD Reports Tonight. A Beat Won’t Be Enough. The Q2 number is almost beside the point. H2…
IBM Is Down 24% This Year. The CEO Just Said 2028.
A $10B quantum bet, a historic stock collapse, and a CEO putting earnings timelines on the record.
The Drone War Created a Market. Space-Eyes Is Betting It Can Win It.
A $638 million SPAC valuation, $1 million in revenue, and a brutal defense procurement fight. Here is the actual investment question.
CAT is down 25%. The wealth case still stands.
August 3, 2026 Caterpillar Is Down 25%. Here Is the Long-Term Case. Q2 earnings drop Tuesday. The wealth opportunity may…
The GDP Number Nobody Is Trading
The 1.5% headline is a distraction. The 6.3% deflator and a 4.5% savings rate are the numbers that decide September.
The $2.4 Trillion AI Bet Is Splitting in Two
Hyperscalers locked in trillions for AI buildouts. This week’s earnings showed who is turning spend into returns.
Apple’s Selloff Points to the Real AI Trade
Apple’s chip squeeze is a $725B capex story. The winners are not who most investors are watching.
The Bond Market Just Voted No Confidence
Words without action pushed the 30-year to a 2007-era high. September is the real test.
ExxonMobil Just Posted $17B in Free Cash Flow
The market sold the headline miss. The portfolio story matters more.
The Hormuz Trade Has a Second Act
Brent is back near $90, the ceasefire collapsed again, and the options market is still pricing war, not peace.