Record Q2 revenue, a 76% EPS surge, and a guidance raise that memory chips could still derail.
The Insurance Market Already Priced a 2027 Reopening
Trump gave no timeline at Camp David. The war-risk market gave one instead — and it runs through next year.
GM’s Hybrid Bet Is Hiding in a Corvette
The Grand Sport X is the only hybrid GM sells in the U.S. That says more about electrification credibility than…
The $64B Unlock Nobody Is Watching
A July 1 capital rule shift gives community banks room to lend.
Shell Just Had Its Best Quarter Since 2022
A $9.8 billion adjusted profit beat — and the real question is what happens next.
Seagate Just Posted the Best Quarter in Its History
Revenue up 48%, margins at 52.7%, and Q1 guidance 9% above the Street.
Three Tariff Waves Hit at Once. Most Importers Are Only Watching One.
A new trade architecture just went live. The second wave is still coming.
Coinbase Is Quietly Becoming a Different Company
The trading slump is the headline. The stablecoin and subscription story is the real read.
Adobe Is Down 37% This Year. September 10 Is the Reset.
Record revenue, AI-first ARR tripling, and a stock at multi-year lows converge on one date.
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.