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Day: July 24, 2026

Wall Street dumped Oracle. The Pentagon didn’t.
Newsletters

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…

July 24, 2026
SLB Is Down 37% From Its Peak. The Company Is Not the Same One.
General

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.

July 24, 2026

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  • Wall Street dumped Oracle. The Pentagon didn’t.
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