A $140B wafer fab equipment outlook meets a highest-stakes earnings call in chip equipment.
Ten straight profitable quarters, 14.7 million members, and a stablecoin nobody saw coming.
The chip giant is financing the infrastructure it sells into.
The chip world's invisible quality cop is set to report fiscal Q4 earnings.
A $9.4B quarterly orders number and 58% revenue growth meet an ~$18.7B total-debt load at 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.
The FDA ruling changed what PM can legally say about ZYN. Q2 earnings this morning will show...
Margins nearly doubled overnight. August 11 is when the math gets tested.
