Category: Economy

The FCF drop is a tax timing story. The e-commerce ramp is the real verdict.

The Q2 number is almost beside the point. The H2 ramp is what decides everything.

Short interest at 34% of float, 911.5 million shares unlocking after earnings. The bears are not betting against the business.

Capital One disclosed an AML review to justify closing Trump accounts. The options market has a harder question to answer now.

The OVX is running at triple the VIX. That gap is where the real options signal lives right now.

A $2 trillion quarter in rated issuance and an AI pivot that is already moving margins.

Record client assets make this one of the most important brokerage reports of the quarter.

A $2 billion optical market and a Q2 beat streak enter the same week.

Starship Flight 13 is the first real test of whether the hype was ever justified.