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.
Category: Top News
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.
Palantir Is Down 37% From Its Peak. August 3 Is the Number.
85% revenue growth and a Rule of 40 score of 145% meet the market’s hardest question.
When Insurance Becomes the Smartest Trade in the Room
Travelers just posted numbers that left every analyst on Wall Street behind.
Vertiv Is Down 20% From Its High. July 29 Could Change That.
AI’s heat problem is a $15 billion backlog. Q2 earnings are two weeks away.