The delivery beat was never really the question. July 22 is.
Bending Spoons Is Now Public. The Story Has 1,000 Chapters Left.
An Italian software roll-up just had one of the year's best IPO debuts.
Vertiv Is Up 73% in 2026. Now Comes the Hard Part.
Q2 earnings are *estimated* for July 29. The backlog is massive. The valuation is not cheap.
Meta Just Became Its Own Competition
A $125 billion AI infrastructure budget is about to flip from cost center to revenue engine.
NVDA Is Down 17% From Its High. The August 26 Earnings Date Is the Only Number That Matters.
Record revenue, a $91B guide, and a stock that won't hold gains. Here is where the trade actually lives.
Rocket Lab Just Changed the Space Economy Overnight
An $8 billion Iridium deal turns RKLB into a vertically integrated satellite powerhouse.
Nike Reports Tomorrow. The Number Everyone Will Ignore Is the One That Matters.
With Q4 earnings due Tuesday, the real debate isn't the revenue miss — it's whether gross margin can hold.
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.
NextEra Just Made the Biggest Utility Bet in History
A ~$67B deal for Dominion puts NEE at the center of AI's power crisis.
China Just Weaponized Rare Earths Again. The Real Trade Is Not MP Materials.
The supply chain story Wall Street is reading wrong.