COF’s AML Defense Just Changed the Legal Map
Capital One disclosed an AML review to justify closing Trump accounts. The options market has a harder question to answer now.
Category: Business
ExxonMobil Just Posted $17B in Free Cash Flow
The market sold the headline miss. The portfolio story matters more.
Chipotle Is Down 50% From Its Peak. July 29 Is the Reset.
Comp sales just turned positive. The stock still prices in failure.
WBD Is Trading ~20% Below the Offer Price. The Deal Just Got Delayed to 2027.
A ~$110 billion merger hit a wall this week. The arbitrage math is complicated.
Salesforce Is Down About 53% From Its High. The AI Agent Business Just Hit $1.2 Billion.
The market is pricing in failure. The data is telling a different story.
Texas Instruments Is Up ~64% This Year. July 22 Is the Proof Point.
Industrial recovery plus AI power demand is an unusual combination for a chip company nobody was watching.
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.
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.