Qualcomm Just Raised Prices by Double Digits. July 29 Is the Real Test.
A smartphone chip giant targeting $15B+ in AI data center revenue just told every customer their costs are going up.
Category: Top News
WBD Is Trading ~20% Below the Offer Price. The Deal Just Got Delayed to 2027.
A ~$110 billion merger hit a wall this week. The arbitrage math is complicated.
SMCI Is Up 20% After Hours. August 11 Is the Real Test.
A $60B order surge and margins nearly twice the prior forecast just hit. Now the governance overhang has to get answered.
EQT Just Rallied 8% on a Headline Miss
The market ignored the numbers and bought the strategy instead.
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.
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.
SanDisk Is Down ~42% From Its High. August 5 Is All That Matters.
One of the S&P 500’s top stocks of 2026 just entered correction territory. The fundamental case hasn’t moved much.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the price.
BlackRock Just Hit $15.3 Trillion. The Stock Is Still Off Its High.
A record-breaking Q2 beat just sent shares surging 7%. Here’s why the real story runs deeper.
Goldman Sachs Just Had Its Best Quarter Ever
A $7.42B equities-trading record, 92% EPS growth, and a stock at new highs heading into Q3.