July CPI hit 3.4% as hiring turned negative. The Fed hold case is now the consensus trade.
Politics
GEV, VRT, ETN, and DELL booked the numbers this earnings season. The market is still looking at...
A 109% revenue surge and Q1 guidance 8% above consensus are the headline. The 30%+ supply gap...
Six straight quarters of U.S. sales declines, a halved dividend, withdrawn guidance, and a new CEO who...
SpaceX and Tesla committed $16.8 billion to phase one of a 100-million-square-foot chip megafactory in Grimes County,...
Production beat guidance. Costs hit cash flow. The IPO catalyst is just getting started.
UBS mapped three conditions for gold’s next leg. Friday’s payrolls report just satisfied the most important one.
A Q3 guide implying a 12% revenue decline tells you something the earnings headline does not.
The Helios ramp and Q3 guide are what traders need to watch tonight.
A 92% revenue jump, a $15.8B AI capex quarter, and a Vera Rubin partnership that nobody else...
