Iran Just Set a 2029 Clock. MPC Is the Trade.
An Iranian adviser signaled the Hormuz standoff may last into 2029. Marathon Petroleum just posted $17.73 in adjusted EPS. The two facts belong together.
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CoreWeave Reports Tonight. Five Selloffs in a Row.
Guidance is the only number that can end the streak, not revenue or EPS.
Toast Is Down 47% From Its High. The Google Deal Changes the Math.
A record 9,500 locations added, ARR at $2.4 billion, and an agentic ordering protocol co-built with Google. The stock still prices in a POS company.
Five Gauges That Tell You If the AI Rally Has Legs
The debate is not bull vs. bear. It is which numbers to watch.
Five Gauges That Say the AI Rally Has Legs
The debate is not bull vs. bear. It is which numbers to watch, and right now, most of them are flashing green.
AMD Up 6% Tuesday. Q2 Is Not the Point.
The Helios ramp and Q3 guide are what traders need to watch tonight.
The $2.4 Trillion AI Bet Is Splitting in Two
Hyperscalers locked in trillions for AI buildouts. This week’s earnings showed who is turning spend into returns.
Manhattan Associates Just Jumped 22%. The Question Comes Next.
Three straight quarters of record bookings, a $2.47B RPO, and AI agents in production. The premium is no longer free.
Three Tariff Waves Hit at Once. Most Importers Are Only Watching One.
A new trade architecture just went live. The second wave is still coming.
APH Is 15% Below Its High. July 29 Is the Real Test.
Record orders and 58% revenue growth collide with a bigger debt load at Q2 earnings.