Snap Beat Q2. The North America Problem Is Still Real.
Revenue jumped 19% and the stock surged. One user metric tells a different story.
Gold Is Caught Between Diplomacy and the Fed
Trump paused Iran strikes. Oil fell. September policy is still the risk.
AMD Is Up 121% This Year. A Beat Tonight Won’t Be Enough.
The Q2 number is almost beside the point. The H2 ramp is what decides everything.
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 a dozen press releases.
Big Oil Just Had Its Best Quarter Since 2022
Brent posted its biggest monthly gain since March. Exxon, Chevron, and Shell earned a combined $404 million in profit per day. The question now is whether the market is pricing peace correctly.
SPCX Is Down 52% From Its High. August 6 Is the Supply Shock.
Short interest at 34% of float, 911.5 million shares unlocking after earnings. The bears are not betting against the business.
Three Risks Markets Have Filed Away as Solved
The Hormuz MoU is failing, the Fed vote was 9-3, and a rare earth deadline is 102 days away. None of these stories is over.
COF’s AML Defense Just Changed the Legal Map
Capital One disclosed an AML review to justify closing Trump accounts. The options market has a harder question to answer now.
ExxonMobil Just Posted $17B in Free Cash Flow
The market sold the headline miss. The portfolio story matters more.
The Volatility Is in Oil, Not Stocks
The OVX is running at triple the VIX. That gap is where the real options signal lives right now.