Shopify Is Not Winning the AI Search War. It Built the Road.
Q2 revenue beat by $130M. The AI traffic data is real. But the infrastructure play underneath it is what changes the long-term math.
Economy
ABTC Lost $57M in Q2. The BTC Count Went Up 14%.
The GAAP loss is real. So is the per-share Bitcoin math.
The Insurance Market Already Priced a 2027 Reopening
Trump gave no timeline at Camp David. The war-risk market gave one instead — and it runs through next year.
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.
Seagate Just Posted the Best Quarter in Its History
Revenue up 48%, margins at 52.7%, and Q1 guidance 9% above the Street.
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.
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.