Apple Reports July 30. A Leadership Change Makes It Bigger.
Tim Cook’s final earnings call as CEO could be the most watched in years.
Business
The $12.5 Trillion Demographic Wave Wall Street Keeps Misprice
America’s aging population isn’t just a healthcare story. It’s a home infrastructure story.
Netflix Is Down 24% in Three Months. July 16 Is When the Real Story Starts.
A $3B ad revenue target, 325M+ paid members, and a stock near 52-week lows all collide at Q2 earnings.
Meta Is Down 16% From Its High. The Real Story Starts July 29.
Revenue grew 33% in Q1. The AI cloud pivot could change everything.
The $54 Billion Drone Budget Has a Supply Chain Problem Nobody Is Solving
Washington is flooding the zone with drone money. The real bottleneck isn’t drones — it’s who builds the parts.
Eli Lilly Is Growing Like a Software Company. The Valuation Debate Is Getting Loud.
Mounjaro sales up 125% in Q1. A new pill just launched. Q2 earnings could reset the story again.
AMZN Reports July 30. The Stock Is Down 12% From Its High and AWS Just Had Its Best Quarter in Four Years.
A $200B capex year and a 28% cloud surge is where the real trade lives.
The U.S. Government Is About to Own a Piece of OpenAI
A $42 billion equity stake proposal just changed the AI regulation story permanently.
GS Reports July 14. The Stock Just Hit an All-Time High and Nobody Is Talking About the Real Risk.
Goldman’s dividend is headed to $5.00 a quarter. Its M&A machine is running hot. So why is the options market nervous?
The Market Hiding Inside the Market
Manufacturing just hit a 4-year high. The S&P 500 barely noticed.