BP’s $8.5bn Quarter Is Real. Do Exxon and Chevron Match It?
With Brent at $116 and war-risk insurance surging, energy managers are modeling what earnings look like if Hormuz normalizes.
Intel’s Foundry Customers Are Warming Up. The Stock Is Down 21% Anyway.
The Q3 call delivered progress on 18A-P and packaging. The market is focused somewhere else.
42% then. 12% now.
October 29, 2026 Bonus Content: Carvana Sold 217,000 Cars and Made $483M. The 10-Year Yield...
Visa Sold Off on Good Numbers. Now Mastercard Has to Answer Why.
Mastercard's Q3 report this morning tests whether Visa's slide was a one-off or a broader reset for payment networks.
$88M+ raised. The round is open to you.
October 29, 2026 Bonus Content: Nvidia’s $12.93 Billion Hugging Face Deal Draws DOJ Scrutiny A...
What D.R. Horton’s Numbers Reveal About 7.4% Mortgages
The builder's fiscal year results show it is absorbing high-rate costs so buyers can close. That math has limits.
Unity’s Real Turnaround Makes It Microsoft’s Most Logical Buy
With revenue up 24% and enterprise 3D scaling fast, Unity is no longer distressed. That changes the Microsoft math.
Let me show you a daily tactic I’ve used for 2 years running
October 28, 2026 Bonus Content: JetBlue Recaptured 87% of a Fuel Shock. The Network Bet...
Two Rate Decisions, One Day: What the Gilt Curve Signals
Healey’s Budget at 12:30 BST and the Fed at 2pm ET share the same screen today. Watch the gilt long…
Boeing’s Turnaround Has a Hole in the Wing
A revenue beat and positive cash flow arrive alongside a two-month production stoppage that exposes how fragile the recovery still…