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.
Economy
ISRG Beat by Nearly 12%. The Stock Is Down About 42% From Its High.
Robotic surgery posted its best quarter in years. The market responded by selling it.
ServiceNow Is Down 51%. The Business Keeps Growing.
Q2 earnings land today. The AI disruption thesis meets real data.
Danaher Is Down 30% From Its Peak. July 21 Is the Reset.
A $9.9B Masimo deal, bioprocessing equipment orders up 30%, and the first full earnings test of the combined company.
Sandisk Is Down 42% From Its High. August 5 Is the Reset.
A NAND supercycle, a Goldman target hike, and a Q4 earnings catalyst converge on August 5.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the price.
Chips Are in a Bear Market. Tuesday Is the Reset.
Alphabet and Tesla report July 22. Their capex numbers decide what happens to every semiconductor stock on the board.
BlackRock Just Hit $15.3 Trillion. The Stock Is Still Off Its High.
A record-breaking Q2 beat just sent shares surging. Here’s why the real story runs deeper.
IBM Just Had Its Worst Day in History
A 3.7% revenue miss erased roughly $67 billion in market value. Here is what Wall Street is missing.
Micron Is Down 21% From Its Peak. The Numbers Are Historic.
Revenue more than quadrupled in one quarter. The stock pulled back anyway. That gap is worth understanding.