The Insurance Market Already Priced a 2027 Reopening
Trump gave no timeline at Camp David. The war-risk market gave one instead, and it runs through next year.
Category: 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.
Meta Reports Tonight. The Capex Number Is the Only Test.
A $60 billion revenue quarter could still send the stock lower.
The Global Tariff Regime Just Changed Overnight
Three simultaneous trade actions are rewriting the rules for nearly every importer in America.
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.
Philip Morris Reports Today. The ZYN Story Just Changed.
FDA cleared modified-risk claims. The smoke-free transformation is accelerating.
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.