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Category: Economy

Also Inc. Is Shipping. The E-Bike Is Not the Point.
Economy

Also Inc. Is Shipping. The E-Bike Is Not the Point.

A $1B Rivian spinoff just shipped its first e-bike. Amazon and DoorDash are what matters.

August 3, 2026
Meta Reports Tonight. The Capex Number Is the Only Test.
Economy

Meta Reports Tonight. The Capex Number Is the Only Test.

A $60 billion revenue quarter could still send the stock lower.

July 29, 2026
The Global Tariff Regime Just Changed Overnight
Economy

The Global Tariff Regime Just Changed Overnight

Three simultaneous trade actions are rewriting the rules for nearly every importer in America.

July 27, 2026
APH Is 15% Below Its High. July 29 Is the Real Test.
Economy

APH Is 15% Below Its High. July 29 Is the Real Test.

Record orders and 58% revenue growth collide with an $18.7B debt load at Q2 earnings.

July 26, 2026
Philip Morris Reports Today. The ZYN Story Just Changed.
Economy

Philip Morris Reports Today. The ZYN Story Just Changed.

FDA cleared modified-risk claims. The smoke-free transformation is accelerating.

July 23, 2026
Danaher Just Beat Q2. The Masimo Story Is Just Getting Started.
Economy

Danaher Just Beat Q2. The Masimo Story Is Just Getting Started.

Net earnings up 60% and guidance raised this morning. The stock is still down ~22% this year.

July 21, 2026

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  • Also Inc. Is Shipping. The E-Bike Is Not the Point.
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