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.
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.
Celestica Is Down 36% From Its High. July 27 Is the Reset.
Revenue up 53%, a $19B full-year target, and an AMD deal land ahead of Q2 earnings.
Robinhood Is Down 38% From Its High. July 29 Forces the Question.
Total platform assets hit $307 billion. The prediction markets bet could be worth $1.7 billion.
Honeywell Just Broke Into Three Companies. One of Them Is Up 6% Today.
The automation spinoff just beat Q2 estimates and raised guidance. The market is starting to notice.
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.
Western Digital Is Down 35% From Its High. July 29 Is the Only Date Left.
A Chinese IPO threat, a merger revival, and a sector rotation all hit at once.
TSMC Reports Tomorrow. The Entire AI Trade Hangs on It.
A $40B revenue target, a 2nm ramp, and guidance that will move every chip stock on the board.
The Pentagon Has a Hard Deadline. There Are Only Two Companies That Can Meet It.
A January 2027 ban on Chinese rare earth magnets just became the most overlooked supply shock in defense history.