Celestica Is Down 36% From Its High. July 27 Is the Reset.
Revenue up 53%, a $19B full-year target, and an AMD deal land ahead of Q2 earnings.
RTX Has a $271B Backlog. Today Is the Proof Point.
NATO rearming and the Hormuz conflict just made defense the most visible trade in Q2.
Honeywell Just Broke Into Three Companies. One of Them Is Up 6% Today.
The automation spinoff just beat Q2 estimates and raised guidance. The market is starting to notice.
CSX Reports Q2 Tonight. The Freight Recovery Has a New Playbook.
Auto onshoring, intermodal growth, and a ~9% revenue jump are all on the table.
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.
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.
RTX Has a $271 Billion Backlog. July 23 Is When It Has to Prove It.
Defense demand is undeniable. The margin story is what needs answering now.
Visa Reports July 28. The Agentic Payments Trade Is Underpriced.
Value-added services up 25%+ and a $20B buyback. July 28 is the number that matters.
AMC Just Had Its Best Quarter in 106 Years. The Stock Is Still a Contradiction.
Record revenue, a surprise profit, and a debt load that changes everything.
Texas Instruments Is Up ~64% This Year. July 22 Is the Proof Point.
Industrial recovery plus AI power demand is an unusual combination for a chip company nobody was watching.