Amazon raised capex to $220 billion and free cash flow turned negative. The 39% AWS operating margin...
Business
The market sold the headline miss. The portfolio story matters more.
Trump gave no timeline at Camp David. The war-risk market gave one instead, and it runs through...
A 60% EPS jump and raised guidance couldn't stop a 10% selloff.
A $140B wafer fab equipment outlook meets a highest-stakes earnings call in chip equipment.
The chip world's invisible quality cop is set to report fiscal Q4 earnings.
A ~$110 billion merger hit a wall this week. The arbitrage math is complicated.
The turnaround is real. The valuation at 45x earnings leaves no room for a miss.
A Coterra merger, $90+ oil, and a 59% EPS jump all converge on one date.
Auto onshoring, intermodal growth, and a ~9% revenue jump are all on the table.
