Amazon Is 12% Off Its High. July 30 Is the Only Number Left.
AWS grew 28% last quarter. The free cash flow collapse is the real debate.
Business
UAL Beat Q2. The Stock Fell Anyway.
The Q3 guidance gap is the only number that matters right now.
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.
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.