Friday’s Jobs Report Is a Rate-Hike Vote
Consensus expects about +90K for July. A beat may push September hike odds higher.
Consensus expects about +90K for July. A beat may push September hike odds higher.
A record quarter couldn’t hide a chip crunch that may lift Apple’s costs.
Three simultaneous trade actions are rewriting the rules for nearly every importer in America.
A single sentence from a cabinet official just moved the stock. Q2 earnings are next.
Revenue up 53%, a $19B full-year target, and an AMD deal land ahead of Q2 earnings.
NATO rearming and the Hormuz conflict just made defense the most visible trade in Q2.
The automation spinoff just beat Q2 estimates and raised guidance. The market is starting to notice.
Auto onshoring, intermodal growth, and a ~9% revenue jump are all on the table.
Defense demand is undeniable. The margin story is what needs answering now.
A Meta nuclear PPA and record EBITDA are not yet in the guidance.