Butterfly Network’s Hidden Growth Engine
The chip-licensing bet behind BFLY’s record Q2 is just getting started.
Economy
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.
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.