The 1.5% headline is a distraction. The 6.3% deflator and a 4.5% savings rate are the numbers that decide September.
Gold Is Caught Between Diplomacy and the Fed
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.