Hormuz is still burning, the Fed just produced its most fractured vote in a decade, and a rare earth clock…
Chevron Wins Q2. The Hess Deal Is Why.
A $53 billion acquisition, record US output, and a $4.9 billion downstream swing just separated the two biggest names in…
Big Oil Just Had Its Best Quarter Since 2022
Brent posted its biggest monthly gain since March. Exxon, Chevron, and Shell earned a combined $404 million in profit per…
Chevron’s Biggest Quarter in Years. War Helped.
Record U.S. output, bigger Hess synergies, and a Microsoft power deal make Chevron look different from past cycles.
Oil Is Back at $90. The $100 Question Is Real.
Iran just shattered the ceasefire lull. Here is which sectors win, which bleed, and what traders need to watch over…
Oil’s $100 Question Is Back on the Table
The options market is pricing Hormuz risk at crisis levels again. Here is what the volatility is actually telling you.
Caterpillar Is Up 100% in a Year. August 4 Is the Test.
A data center downgrade just hit CAT. The Q2 numbers decide if the AI thesis holds.
SHW Beat Q2. Housing Is Still Broken. That Is the Point.
Sherwin-Williams gained share without a housing recovery. Imagine what happens when one arrives.
Meta Reports Tomorrow. The Cloud Bet Is the Hidden Number.
A potential $10B Anthropic deal could turn $125B–$145B in AI spending into a revenue offset.
LVMH Lost 70 Million Customers
The stock is still down 29% from its peak. H1 results beat a low bar. The real problem runs deeper.