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Category: Business

The Bond Market Just Voted No Confidence
Business

The Bond Market Just Voted No Confidence

Words without action pushed the 30-year to a 2007-era high. September is the real test.

August 1, 2026
Credo Technology Is Down 30% From Its High. The Optics Bet Is Just Starting.
Business

Credo Technology Is Down 30% From Its High. The Optics Bet Is Just Starting.

Revenue tripled in fiscal 2026 and 80%+ growth is guided for next year.

July 26, 2026
NextEra Reports Today. The AI Power Bet Just Got Much Bigger.
Business

NextEra Reports Today. The AI Power Bet Just Got Much Bigger.

A $66.8B Dominion deal puts NEE at the center of America’s AI electricity buildout.

July 25, 2026
Danaher Just Beat Q2. The Masimo Story Is Just Getting Started.
Business

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.

July 21, 2026
3M Reports Tomorrow. The Azure Deal Nobody Priced.
Business

3M Reports Tomorrow. The Azure Deal Nobody Priced.

A century-old industrial just joined the AI infrastructure supply chain.

July 19, 2026
UNH Just Beat by 30%. The Managed Care Recovery Is Real.
Business

UNH Just Beat by 30%. The Managed Care Recovery Is Real.

Operating earnings jumped about 54% and guidance moved sharply higher. The sector read-through is the bigger story.

July 16, 2026
SpaceX Is Down ~36% From Its IPO Peak. August 6 Is When the Float Changes.
Business

SpaceX Is Down ~36% From Its IPO Peak. August 6 Is When the Float Changes.

Starlink at ~10.3M subscribers, ~$4.7B in Q1 revenue, and a lockup window that could rewrite the supply-demand equation.

July 14, 2026
The AI Chip Crisis Nobody Is Measuring Correctly
Business

The AI Chip Crisis Nobody Is Measuring Correctly

Inside the invisible yield bottleneck deciding which AI factories actually ship.

July 12, 2026
The Law That Rewired Global Drug Manufacturing
Business

The Law That Rewired Global Drug Manufacturing

A single piece of legislation just forced every major pharma company to find new factories overnight.

July 12, 2026
Eli Lilly Is Down From Its High. Its Business Has Never Been Stronger.
Business

Eli Lilly Is Down From Its High. Its Business Has Never Been Stronger.

Q1 revenue grew 56% and Mounjaro just became the world’s best-selling drug.

July 11, 2026

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