SMCI Just Got $60B in One Quarter. The Stock Is Still Down 56%.
Margins nearly doubled overnight. August 11 is when the math gets tested.
Category: Business
Microsoft Reports July 29. The Azure Acceleration Is the Only Number Left.
A $627B backlog, ~40% Azure growth, and ~$190B in 2026 capex all converge in nine days.
Astera Labs Is Down 36% From Its High. August 4 Is the Real Test.
Revenue up 93% and a Nasdaq-100 spot. The valuation debate starts now.
Old Dominion Is Getting Upgraded From Every Direction. July 29 Is Why.
The freight cycle is turning, and ODFL is the stock analysts keep reaching for first.
CEG Is Down 40% From Its High. It Reports July 30.
The largest nuclear operator in the US just signed Walmart. The stock is near a 52-week low.
Nike Is Down 45% From Its Peak. The Brand Is Still There.
The turnaround is real but slow. China is the problem nobody has solved yet.
Broadcom Is Down 25% From Its High. The Business Has Never Been Better.
Record AI revenue, a custom OpenAI chip, and a $1.8 trillion company trading at a discount.
Exxon and Chevron Had a Monster Year. Then General License X Happened.
A Treasury authorization just unlocked Iranian crude, and energy’s biggest 2026 winners are paying for it now.
Allstate Just Printed Its Best Quarter in Years. Hurricane Season Is the Only Thing Standing in the Way.
A 47% EPS beat and a $4 billion buyback. The Q2 report date is what actually matters.
10% Yields at a Discount. The BDC Sector Is Flashing a Contrarian Signal.
Private credit fears have hammered the whole sector. Not every name deserves to be down here.