MSFT Is Down ~30% From Its High and Reports July 29
Azure grew 40% last quarter. The stock is trading like it didn’t.
Azure grew 40% last quarter. The stock is trading like it didn’t.
Q2 bank earnings kick off July 14 and set the tone for the rest of the season.
The small-cap rotation trade is real. But the options market just flagged something worth watching.
The company powering Nvidia’s AI chips is about to land on U.S. exchanges under ticker SKHY.
A $2 billion cost headwind may be smaller than feared — and the summer travel season is peaking right now.
A ~$190B capex bet, Azure at 40% growth, and a stock trading near 52-week lows heading into FY26 Q4 earnings.
The SaaSpocalypse created the dislocation. Now comes the sorting.
GOOGL got its blue-chip badge at the peak of its worst month in over a year.
The precious metals crash has a second chapter nobody is pricing correctly.
AAPL fell 6% on mid-cycle price hikes. Now the July 30 gross margin number is everything.