Snap Beat Q2. The North America Problem Is Still Real.
Revenue jumped 19% and the stock surged. One user metric tells a different story.
Top News
Apple Crossed $9B in India. That’s Not the Real Story.
Six stores, a manufacturing empire, and an $870 iPhone in a country where per-capita GDP is about $2,700.
The GDP Number Nobody Is Trading
The 1.5% headline is a distraction. The 6.3% deflator and a 4.5% savings rate are the numbers that decide September.
GM’s Hybrid Bet Is Hiding in a Corvette
The Grand Sport X is the only hybrid GM sells in the U.S. That says more about electrification credibility than a dozen press releases.
The $64B Unlock Nobody Is Watching
A July 1 capital rule shift gives community banks room to lend.
Oil Is Back at $90. The $100 Question Is Real.
Iran just shattered the ceasefire lull. Here is which sectors win, which bleed, and what traders need to watch over the next five sessions.
Three Dissenters Just Changed Everything
The Fed held rates steady, but the 9-3 vote was the most hawkish FOMC split since 2016. September is now live.
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.
Boston Scientific Is Down 60% From Its High. July 29 Is the Test.
The business kept growing. The stock did not follow.
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.