Zebra Is Up 20% Today. The Supply Constraint Is the Real Story.
Record Q2 revenue, a 76% EPS surge, and a guidance raise that memory chips could still derail.
Business
Snap Is Up 37% This Year, Then Not
One quarter does not fix the North America problem.
Meta Is Down 30% From Its High. Microsoft Just Showed Why.
Same AI spending race, opposite outcomes. The difference is a $678 billion backlog Meta cannot match.
BMY Reports July 30. The Patent Cliff Has a Counter-Argument.
Growth drugs now make up more than half of BMY’s revenue. The market hasn’t fully priced that.
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.
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.
Moody’s Reports Today. The AI Ratings Machine Nobody Is Talking About.
A $2 trillion quarter in rated issuance and an AI pivot that is already moving margins.
AMC Just Had Its Best Quarter in 106 Years. The Stock Is Still a Contradiction.
Record revenue, a surprise profit, and a debt load that changes everything.
Vertex Is Down 17% From Its High. The $10B Bet Starts Now.
A rare disease dealmaker just bought its way into a new disease category with $5B in peak revenue potential.