Amazon Is 12% Off Its High. July 30 Is the Only Number Left.
AWS grew 28% last quarter. The free cash flow collapse is the real debate.
Vertex Just Spent $10 Billion to Stop Being a One-Disease Company
The Crinetics deal is expected to close in Q3. August 3 is what investors need to watch.
Are Banks Finally Investable Again?
July 17, 2026 Are Banks Finally Investable Again? Sponsored First a note from The Oxford Club Dear Reader, Here’s a…
Richemont Just Shocked Luxury. LVMH Reports July 27.
Cartier’s owner posted a 20% sales surge. The question is whether the sector is actually back.
Vertiv Is Down 20% From Its High. July 29 Could Change That.
AI’s heat problem is a $15 billion backlog. Q2 earnings are two weeks away.
GD: Boring Name, Serious Business
July 16, 2026 GD: Boring Name, Serious Business A $131B backlog and Q2 earnings due this week. Sponsored First a…
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.
How Giants and Your 401(k) Can Fall Overnight
July 15, 2026 Gold at a Crossroads The metal hit a historic peak. Now the debate is whether the bull…
The Trade Desk Is Down 84% From Its Peak. The CEO Just Bought ~$150M.
TTD is the most debated fallen stock of 2026. Q2 earnings in August could settle it.
Who Actually Wins the AI Spending War?
July 15, 2026 Who Actually Wins the AI Spending War? The debate splitting every serious portfolio manager right now. Sponsored…