Three Tariff Waves Hit at Once. Most Importers Are Only Watching One.
A new trade architecture just went live. The second wave is still coming.
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.
Stryker Is Down 27% From Its High. July 30 Is the Proof Point.
A cyberattack stole Q1. Now Q2 has to show whether the recovery is real.
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.
APH Is 15% Below Its High. July 29 Is the Real Test.
Record orders and 58% revenue growth collide with a bigger debt load at Q2 earnings.
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.
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.
Celestica Is Down 36% From Its High. July 27 Is the Reset.
Revenue up 53%, a $19B full-year target, and an AMD deal land ahead of Q2 earnings.
RTX Has a $271B Backlog. Today Is When It Has to Show It.
NATO rearming and the Hormuz war just made defense the most visible trade of Q2.
NextEra Reports Today. The AI Power Bet Just Got Much Bigger.
A $66.8B Dominion deal puts NEE at the center of America’s AI electricity buildout.