J.B. Hunt’s Best Quarter in a Decade Just Hit
Intermodal volumes set a record and earnings blew past estimates.
Category: Economy
ADBE Trades Like a Dying Business. The Numbers Disagree.
Adobe’s stock is at multi-year lows while the underlying business posts record revenue.
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.
Vertex Just Spent $10 Billion. August 3 Is When It Has to Justify It.
A $10B Crinetics deal, a fifth commercial pillar, and Q2 earnings that will define the acquisition thesis.
AppLovin Is Down 34% in 2026. August 5 Is Where the Real Story Lives.
A 59% revenue surge, 85% EBITDA margins, and a global AXON launch all collide at Q2 earnings.
The Sky Is Filling Up. The Ground Can’t Keep Up.
Over 15,500 satellites now circle Earth, and the data they generate has nowhere fast to go.
Microsoft Is Down 25% From Its High. July 29 Changes the Conversation.
Azure just hit 40% growth. The stock is trading at its cheapest forward multiple in three years.
Tesla Delivered 480,126 Cars. The Stock Dropped 7% Anyway.
The delivery beat was never really the question. July 22 is.
USMCA Just Hit Its Deadline. The U.S. Didn’t Renew It.
The $2 trillion trade framework covering North America is now in limbo.
The Oil Crash Nobody Planned For. The Winners Are Hidden in Plain Sight.
WTI just fell 22% in four weeks. The second-order trades are more interesting than the headline.