APH Is 15% Below Its High. July 29 Is the Real Test.
Rising Star Stocks A $9.4B quarterly orders number and 58% revenue growth meet an ~$18.7B total-debt load at earnings.
The $20 Billion Tunnel Bet
July 27, 2026 The $20 Billion Tunnel Bet The Boring Company is chasing a valuation...
NOC Is Down 32% From Its High. The Backlog Is $105 Billion.
A record Q2 beat and raised guidance haven't closed the gap to its March peak.
Is Ondas in Play?
July 26, 2026 Is Ondas in Play? How a small-cap drone company became a serious...
Celestica Is Up 116% in a Year. Tonight Is the Real Test.
A $19B revenue target and a Q2 beat streak collide at earnings today.
CSX Reports Q2 Tonight. The Freight Recovery Has a New Playbook.
Auto onshoring, intermodal growth, and a ~9% revenue jump are all on the table.
SMCI Is Up 20% After Hours. August 11 Is the Real Test.
A $60B order surge and margins nearly twice the prior forecast just hit. Now the governance overhang has to get…
AI Agents Are Eating the Web
July 24, 2026 AI Agents Are Eating the Web One company controls the infrastructure they...
EQT Just Rallied 8% on a Headline Miss
The market ignored the numbers and bought the strategy instead.
Bloom Energy Is Down ~40% From Its High. July 28 Is Everything.
A ~32% implied earnings move and a disputed “$20B backlog” are colliding with short sellers and a regulatory setback.