Trump gave no timeline at Camp David. The war-risk market gave one instead, and it runs through next year.
AbbVie Reports Q2 Today. The Post-Humira Story Is Winning.
Skyrizi and Rinvoq have already replaced Humira. The $10.9B Apogee deal adds the next chapter.
NOC Is Down 32% From Its High. The Backlog Is $105 Billion.
A record Q2 beat and raised guidance haven't closed the gap to its March peak.
EQT Just Rallied 8% on a Headline Miss
The market ignored the numbers and bought the strategy instead.
RTX Has a $271B Backlog. Today Is the Proof Point.
NATO rearming and the Hormuz conflict just made defense the most visible trade in Q2.
AT&T Reports Q2 Today. Free Cash Flow Is the Only Number That Matters.
Starlink fear has crushed the stock. The cash engine may prove it wrong.
ISRG Beat by Nearly 12%. The Stock Is Down About 42% From Its High.
Robotic surgery posted its best quarter in years. The market responded by selling it.
Salesforce Is Down About 53% From Its High. The AI Agent Business Just Hit $1.2 Billion.
The market is pricing in failure. The data is telling a different story.
Energy Is the Only Sector Going Up Today
Oil just surged on the Hormuz blockade. Here is where the real trade lives now.
The Ocean Floor Has America’s Battery Problem Solved
A federal permit process now moving faster than any point in 40 years could unlock the most unconventional critical minerals…