Snap Is Up 37% This Year, Then Not
One quarter does not fix the North America problem.
AMD Up 6% Tuesday. Q2 Is Not the Point.
The Helios ramp and Q3 guide are what traders need to watch tonight.
The $400B Pharma Bet Wall Street Can’t Quite Believe
AZN-BMY merger talks just split the healthcare trade.
Also Inc. Is Shipping. The E-Bike Is Not the Point.
A $1B Rivian spinoff just shipped its first e-bike. Amazon and DoorDash are what matters.
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.
Meta Is Down 30% From Its High. Microsoft Just Showed Why.
Same AI spending race, opposite outcomes. The difference is a $678 billion backlog Meta cannot match.
ExxonMobil Just Posted $17B in Free Cash Flow
The market sold the headline miss. The portfolio story matters more.
The $2.4 Trillion AI Bet Is Splitting in Two
Hyperscalers locked in trillions for AI buildouts. This week’s earnings showed who is turning spend into returns.
Chevron Wins Q2. The Hess Deal Is Why.
A $53 billion acquisition, record US output, and a $4.9 billion downstream swing just separated the two biggest names in American oil.
Manhattan Associates Just Jumped 22%. The Question Comes Next.
Three straight quarters of record bookings, a $2.47B RPO, and AI agents in production. The premium is no longer free.