WBD Is Trading ~20% Below the Offer Price. The Deal Just Got Delayed to 2027.
A ~$110 billion merger hit a wall this week. The arbitrage math is complicated.
SMCI Is Up 20% After Hours. August 11 Is the Real Test.
A $60B order surge and margins nearly twice the prior forecast just hit. Now the governance overhang has to get answered.
Wall Street dumped Oracle. The Pentagon didn’t.
July 24, 2026 Oracle: Hated by Markets, Chosen by the Pentagon A $7B defense deal on a deeply discounted stock…
SLB Is Down 37% From Its Peak. The Company Is Not the Same One.
An oilfield giant is rebuilding its business around modular data center infrastructure and power. Q2 earnings land today.
EQT Just Rallied 8% on a Headline Miss
The market ignored the numbers and bought the strategy instead.
Tesla’s Big Quarter Has a Catch
July 23, 2026 Tesla’s Big Quarter Has a Catch Record deliveries, surging revenue, and a margin problem nobody can ignore.…
Philip Morris Reports Today. The ZYN Story Just Changed.
FDA cleared modified-risk claims. The smoke-free transformation is accelerating.
AT&T Reports Q2 Today. Free Cash Flow Is the Only Number That Matters.
Starlink fear has crushed the stock. The cash engine may prove it wrong.
Why Nuclear Wins the AI Power Race
July 22, 2026 Why Nuclear Wins the AI Power Race Cameco owns the supply chain that keeps the lights on.…
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.