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.
Day: July 24, 2026
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.