General Dynamics Has a $130B Backlog. Today Is the Proof Point.
Defense’s quietest compounder reports Q2 this morning as NATO demand hits its stride.
Meta Reports Tonight. The Capex Number Is the Only Test.
A $60 billion revenue quarter could still send the stock lower.
Seagate Just Posted the Best Quarter in Its History
Revenue up 48%, margins at 52.7%, and Q1 guidance 9% above the Street.
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.
SoFi Is Down 37% This Year. The Business Never Stopped Growing.
Ten straight profitable quarters, 14.7 million members, and a stablecoin nobody saw coming.
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.
Boston Scientific Is Down 60% From Its High. July 29 Is the Test.
The business kept growing. The stock did not follow.
NOC Is Down 32% From Its High. The Backlog Just Hit $105B.
A record Q2 beat and raised guidance still haven’t closed the gap to the March peak.
CSX Reports Q2 Tonight. The Freight Recovery Has a New Playbook.
Auto onshoring, intermodal growth, and a ~9% revenue jump are all on the table.
SMCI Is Up 20% After Hours. August 11 Is the Real Test.
A $60B order surge and margins nearly twice the prior forecast just hit. Now the governance overhang has to get answered.