The Inflation Mirage: Why the June CPI Drop Was a Head Fake
Oil is up 20% this month. The Fed meets Tuesday. The data does not tell the whole story.
LVMH Just Reported. The Real Problem Is Structural.
H1 2026 results beat expectations. But the aspirational consumer may not come back.
Coinbase Is Down ~62% From Its High. July 30 Forces the Question.
A single sentence from a cabinet official just moved the stock. Q2 earnings are next.
Broadcom Is Down ~22% From Its High. September 3 Is the Reset.
AI semiconductor revenue guided up 200%+ for Q3. The stock is not reflecting it.
Arm Is Down ~43% From Its High. July 29 Is the Real Test.
Data center royalties doubled. Now the Arm AGI CPU bet has to convert.
Credo Technology Is Down 30% From Its High. The Optics Bet Is Just Starting.
Revenue tripled in fiscal 2026 and 80%+ growth is guided for next year.
Devon Energy Is Down 21% From Its High. August 4 Is the Reset.
A Coterra merger, $90+ oil, and a 59% EPS jump all converge on one date.
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.
Verizon Reports Q2 Today. The Frontier Bet Is Just Getting Started.
A $20B fiber acquisition, 30M new passings, and the first full Frontier quarter drops this morning.
Newmont Just Had Its Best Q2 Free Cash Flow in History. The Stock Is Down 10%.
A $2.2B FCF record and an EPS beat couldn’t stop the selloff. Here is what actually matters now.