WMT Reports Thursday. The Margin Gap Matters
Walmart’s Q2 FY2027 earnings land Thursday, August 20, before the market opens. The revenue number is almost beside the point.…
Meta Faces a Trial Bigger Than the Number
A $1.4 trillion headline distracts. The injunction could break Meta’s model.
The Boring Companies Winning the AI Race
GEV, VRT, ETN, and DELL booked the numbers this earnings season. The market is still looking at the wrong layer.
The Harness War Starts Today
DeepSeek just went public with its plan to unseat Claude Code. The real fight is not about benchmarks.
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.
Iran Just Set a 2029 Clock. MPC Is the Trade.
An Iranian adviser signaled the Hormuz standoff may last into 2029. Marathon Petroleum just posted $17.73 in adjusted EPS. The two facts belong together.
The Dollar Just Broke Down. Q3 Earnings Win.
Today’s retail sales shock dents the September hike case and hands large-cap multinationals an earnings tailwind Wall Street hasn’t fully priced.
TeraFab Wants 400 EUV Machines. ASML Ships 48.
The biggest building plan on Earth hits a constraint that money cannot speed up.
The Cloud Just Got a Quantum Layer
Oracle and Quantinuum aren’t announcing a research project. They’re announcing the architecture of the next computing stack.
DayOne Files for $5B IPO. Now What?
A confidential SEC filing targets next quarter. The company was engineered specifically for this moment, and the market just told it how hard that pitch is.