IBM Is Down 24% This Year. The CEO Just Said 2028.
A $10B quantum bet, a historic stock collapse, and a CEO putting earnings timelines on the record.
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…
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.
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.
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.
TITLE: RDDT Beat Everything. The Stock Fell 10%.
SUBTITLE: A $805M quarter and a 9.9% revenue beat couldn't stop the selloff. The Google licensing clock is the only…
LRCX Guided $1B Above Consensus
A record quarter and a guidance number nobody saw coming have collapsed implied volatility, right when the stock still sits…
Trade Desk Is Down 76%. August 6 Is the Reset.
The worst is likely in the price. The Kokai bet and CTV tailwinds are not.
Meta Reports Tonight. The Capex Number Is the Only Test.
A $60 billion revenue quarter could still send the stock lower.
Stryker Is Down 27% From Its High. July 30 Is the Proof Point.
A cyberattack stole Q1. Now Q2 has to show whether the recovery is real.