Category: Economy

Independent US producers are inking PDVSA deals tonight. The upgrader problem, the rig shortage, and a 93-rig gap explain why the real bet starts tomorrow.

Revenue doubled. The margin story behind it is what changes the long-term math.

When recession odds are debated and gold is near record highs, these five companies keep writing checks regardless of what the economy does next.

Q2 reports Thursday. The comp math Ross published is the warning nobody is leading with.

Silver Lake’s reported pursuit of Workday is less about one company and more about whether private equity has decided the AI-driven selloff in enterprise software went too far.

A $626 million operating loss, a $104 billion backlog, and a capex guide that just jumped again, here is what the Q2 beat actually proved.

A record 9,500 locations added, ARR at $2.4 billion, and an agentic ordering protocol co-built with Google. The stock still prices in a POS company.

Institutions and retail saw the same SpaceX earnings, and reached opposite conclusions. The lockup calendar will test who is wrong.

The Helios ramp and Q3 guide are what traders need to watch tonight.

Hyperscalers locked in trillions for AI buildouts. This week’s earnings showed who is turning spend into returns.