Trump paused Iran strikes. Oil fell. September policy is still the risk.
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…
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.
Meta Is Down 25% From Its High. Tonight Is the Real Test.
The ad engine keeps growing. The capex number decides everything else.
APH Is 15% Below Its High. July 29 Is the Real Test.
A $9.4B quarterly orders number and 58% revenue growth meet an ~$18.7B total-debt load at earnings.
ServiceNow Is Down 51%. The Business Keeps Growing.
Q2 earnings land today. The AI disruption thesis meets real data.
MMM Earnings Tomorrow. Azure Just Changed the Math.
A Microsoft deal puts 3M's fiber optic technology at the center of AI infrastructure.
Mastercard Is Down 13% This Year. Q2 Reports Thursday.
Twenty straight quarters of earnings beats, a buyback surge, and a geopolitical headwind that may already be fading.
Airbnb Is a $4.5B Cash Machine. August 6 Is Underpriced.
AI is writing 60% of its new code. The market still sees a travel app.
Netflix Is Down 30% From Its High. The Ad Business Hasn’t Failed.
A guidance miss sent the stock to a two-year low. The real story is what comes next.