Valero Turned $714 Million in Profit Into $3.7 Billion. Oil at $108 Keeps the Clock Running.
A record Q2, a bigger buyback, and Brent above $100 make refining a straightforward oil trade.
Category: Business
AeroVironment Won a Landmark Army Laser Deal. Still Down 40%.
AVAV reports fiscal Q1 results tonight. A $465M laser award, big Street upside targets, and a Pentagon budget built for drones say the selloff has gone too far.
Oil Hits $90 Again. Occidental Is the Stock Built for This Moment.
WTI crude surged 5% Tuesday on fresh Iran strikes near the Strait of Hormuz. OXY just posted record free cash flow and cut debt to a seven-year low. The math at $90 oil is compelling.
MCK Already Compounds. This Deal Speeds It Up.
McKesson’s $2.25bn Precision deal adds clinical research heft to its fast-growing oncology segment.
Your Japan Gain Is 55%. Now the Yen Decision Gets Hard.
A BOJ hike to 1.25% changes the currency math after the Nikkei’s extraordinary run.
At $88 a Barrel, the Winners Are Not Who You Think
Falling crude is a margin gift for refiners and airlines. Here is how to hold energy exposure through the September 6 OPEC+ meeting.
Alibaba Won the Open-Source War. Now Comes the Bill.
Qwen runs on a billion downloads. Aug. 28 decides if BABA catches up.
Meta Faces a Trial Bigger Than the Number
A $1.4 trillion headline distracts. The injunction could break Meta’s model.
PATH Is Up From Its Lows. September 3 Is the Only Number Left.
UiPath’s agentic pivot is moving from pilot to production. The Q2 report will say whether the market is ahead of the fundamentals or behind them.
SanDisk Is Rewriting the Memory Hierarchy
The $93.9B contract floor answered the cycle question. High Bandwidth Flash is the one Wall Street hasn’t priced yet.