Also Inc. Is Shipping. The E-Bike Is Not the Point.
A $1B Rivian spinoff just shipped its first e-bike. Amazon and DoorDash are what matters.
Economy
Three Countdown Clocks Markets Are Ignoring
The Hormuz truce is fraying, a Fed hike is now a coin flip, and rare earth deadlines hit in 102 days. September could reset everything.
Caterpillar Is Up 100% in a Year. August 4 Is the Reality Check.
A data center downgrade just hit CAT hard. The Q2 numbers will decide if the AI thesis still holds.
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.
Schwab Reports Q2 Today. The $13 Trillion Story Is Bigger.
Record client assets make this one of the most important brokerage reports of the quarter.
EQT Just Rallied 8% on a Headline Miss
The market ignored the numbers and bought the strategy instead.
Visa Reports July 28. The Agentic Payments Trade Is Underpriced.
Value-added services up 25%+ and a $20B buyback. July 28 is the number that matters.
TSMC Beat on Everything. The Stock Still Fell 5%.
A $265B US commitment and record margins are meeting a crowded-trade reset.
Energy Is the Only Sector Going Up Today
Oil just surged on the Hormuz blockade. Here is where the real trade lives now.
The AI Chip Crisis Nobody Is Measuring Correctly
Inside the invisible yield bottleneck deciding which AI factories actually ship.