Microsoft Is Down ~30% From Its Peak. July 28 Is the Number That Matters.
A ~$190B capex bet, Azure at 40% growth, and a stock trading near 52-week lows heading into FY26 Q4 earnings.
Day: July 6, 2026
Nike Is Down 45% From Its Peak. The Brand Is Still There.
The turnaround is real but slow. China is the problem nobody has solved yet.
The wrong side of the insurance trade
July 6, 2026 The Wrong Side of the Insurance Trade What Wall Street is missing while watching reinsurers fall. Sponsored…