The Best Earnings Season Since 2008 Is Now the Problem
A record Q2 beat rate has raised the bar so high that even a strong H2 may disappoint.
Category: Top News
66 Jurisdictions Cleared. One Courtroom Holds the Deal.
The UK cleared Paramount’s WBD deal. The ticking fee that starts October 1 is the only number that matters now.
Gulf Capital Is Going East. Two Deals Explain Why.
Ooredoo just committed $800M to Indonesia and Mubadala is weighing $6.3B in Japan. The Asia pivot is no longer a rumor.
Meta Has a Coding Agent. The Price Is the Weapon.
Muse Code launched today. The benchmark talk matters less than pricing.
SanDisk Beat Q4. The $93.9B Floor Is the Real Test.
Record margins and a new $14B buyback, but guidance fell short of consensus and investors are fixating on one contract figure.
Friday’s Jobs Report Is a Rate-Hike Vote
Consensus expects about +90K for July. A beat may push September hike odds higher.
Wayfair Is Up 25% Today. Housing Is Still Broken.
The best U.S. growth since 2020, a short squeeze, and a luxury brand nobody is watching closely enough.
Apple’s Selloff Points to the Real AI Trade
Apple’s chip squeeze is a $725B capex story. The winners are not who most investors are watching.
Snowflake Is Up 127% From Its 52-Week Low. August 26 Is the Next Test.
A $6B AWS deal, 34% product revenue growth, and a real AI inflection collide at Q2 FY2027 earnings.
Chevron Reports July 31. Oil Just Hit $100.
The energy trade is back. Here is what the data says ahead of Q2 earnings.