Micron’s CEO Just Called Time on the Boom-Bust Clock
A $10 billion research lab, a 50% supply shortfall, and a forward P/E of 6.76 are telling three different parts of the same story.
Category: Politics
$963B in Interest. The Japan Risk Nobody Is Pricing.
The CBO’s August update just raised the debt-service alarm. The 30-year auction Thursday is where the real stress test begins.
Google’s Brain Drain Is the Real Problem
A $195B to $205B capex plan and 82% Cloud growth couldn’t stop the selloff. The exits of the engineers who built Google’s AI foundation are what investors are actually focused on.
Cook Just Moved the September Hike Odds. August 12 Is the Next Vote.
Fed Governor Lisa Cook’s Anchorage speech closes the window on patience. The July CPI reading, due August 12, now decides whether September delivers the first hike in this cycle.
ExxonMobil Just Posted $17B in Free Cash Flow
The market sold the headline miss. The portfolio story matters more.
LVMH Just Reported. The Real Problem Is Structural.
H1 2026 results beat expectations. But the aspirational consumer may not come back.
Broadcom Is Down ~22% From Its High. September 3 Is the Reset.
AI semiconductor revenue guided up 200%+ for Q3. The stock is not reflecting it.
Verizon Reports Q2 Today. The Frontier Bet Is Just Getting Started.
A $20B fiber acquisition, 30M new passings, and the first full Frontier quarter drops this morning.
Rocket Is Down 27% This Year. July 30 Forces the Question.
Rocket now services a $2.1 trillion mortgage portfolio spanning 9.4 million loans. The stock price does not reflect that yet.
Danaher Just Beat Q2. The Masimo Story Is Just Getting Started.
Net earnings up 60% and guidance raised this morning. The stock is still down ~22% this year.