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…
Month: July 2026
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.
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.
AMD’s CPU Story Just Got Bigger
July 21, 2026 AMD’s CPU Story Just Got Bigger EPYC is growing faster than the GPU trade. Here is why…