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Month: July 2026

JPMorgan Reports Tuesday. The Whole Market Will Be Watching.
Business

JPMorgan Reports Tuesday. The Whole Market Will Be Watching.

Q2 bank earnings kick off July 14 and set the tone for the rest of the season.

July 10, 2026
IWM’s Best First Half Since 1991. Now Someone Bet $20M It Gets Messy.
Business

IWM’s Best First Half Since 1991. Now Someone Bet $20M It Gets Messy.

The small-cap rotation trade is real. But the options market just flagged something worth watching.

July 10, 2026
Alibaba Is Up 11%. The Real Story Starts in August.
General

Alibaba Is Up 11%. The Real Story Starts in August.

A pre-earnings briefing just rewrote the investment case for China’s most beaten-down mega-cap.

July 9, 2026
SK Hynix Lists on Nasdaq Tomorrow. It Could Be the Biggest ADR Debut Ever.
Business

SK Hynix Lists on Nasdaq Tomorrow. It Could Be the Biggest ADR Debut Ever.

The company powering Nvidia’s AI chips is about to land on U.S. exchanges under ticker SKHY.

July 9, 2026
Vertiv Is Up 84% This Year. Its Biggest Quarter May Still Be Ahead.
Top News

Vertiv Is Up 84% This Year. Its Biggest Quarter May Still Be Ahead.

The AI cooling trade has a pure-play leader. Q2 earnings are three weeks away.

July 8, 2026
Bezos just let someone else in
Newsletters

Bezos just let someone else in

July 8, 2026 Blue Origin Just Let Someone Else In Bezos opened the door for the first time in 25…

July 8, 2026
The Beverage War Nobody Saw Coming
Economy

The Beverage War Nobody Saw Coming

McDonald’s is invading Starbucks’ turf. One stock is priced for it. The other is not.

July 8, 2026
Delta Reports Friday. The Fuel Story Changed.
Business

Delta Reports Friday. The Fuel Story Changed.

A $2 billion cost headwind may be smaller than feared — and the summer travel season is peaking right now.

July 7, 2026
Not every moat is what it used to be
Newsletters

Not every moat is what it used to be

July 7, 2026 Not Every Moat Is What It Used to Be AI is sorting winners from losers faster than…

July 7, 2026
Boeing Is Up 3.5% Today. The July 28 Number Is What Actually Matters.
Economy

Boeing Is Up 3.5% Today. The July 28 Number Is What Actually Matters.

A Q2 delivery beat and Fitch upgrade have the stock moving. Free cash flow is the real test.

July 7, 2026

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