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Category: Money

SMCI Is Up 20% After Hours. August 11 Is the Real Test.
Money

SMCI Is Up 20% After Hours. August 11 Is the Real Test.

A $60B order surge and margins nearly twice the prior forecast just hit. Now the governance overhang has to get answered.

July 24, 2026
Philip Morris Reports Today. ZYN Just Got a Weapon Nobody Else Has.
Money

Philip Morris Reports Today. ZYN Just Got a Weapon Nobody Else Has.

The FDA ruling changed what PM can legally say about ZYN. Q2 earnings this morning will show if the market is pricing it correctly.

July 24, 2026
EQT Just Rallied 8% on a Headline Miss
Money

EQT Just Rallied 8% on a Headline Miss

The market ignored the numbers and bought the strategy instead.

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

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 22, 2026
Energy Is the Only Sector Going Up Today
Money

Energy Is the Only Sector Going Up Today

Oil just surged on the Hormuz blockade. Here is where the real trade lives now.

July 15, 2026

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