LMT Just Had Its Best Quarter in Years. The Stock Jumped 10%. The Backlog Is the Real Story.
A record ~$230 billion backlog and a $35 billion THAAD contract just rewrote the Lockheed Martin thesis.
Traders Daily Editor
Philip Morris Reports Today. ZYN Just Got a Weapon Nobody Else Has.
The FDA ruling changed what PM can legally say about ZYN. Q2 earnings this morning will show if the market…
RTX Has a $271 Billion Backlog. July 23 Is When It Has to Prove It.
Defense demand is undeniable. The margin story is what needs answering now.
Capital One Reports Tonight. The Discover Bet Needs Proof.
Two straight earnings misses set the bar. The debit conversion is underway. Now the synergy math has to show up.
Danaher Just Beat Q2. The Masimo Story Is Just Getting Started.
Net earnings up 60% and guidance raised this morning. The stock is still down 22% this year.
Moody’s Reports Today. The AI Ratings Machine Nobody Is Talking About.
A $2 trillion quarter in rated issuance and an AI pivot that is already moving margins.
Visa Reports July 28. The Agentic Payments Trade Is Underpriced.
Value-added services up 25%+ and a $20B buyback. July 28 is the number that matters.
KO Just Hit an All-Time High. Then a Ransomware Attack Hit Back.
Coca-Cola's bull case is intact, but two major wildcards are about to get priced in.
Salesforce Is Down About 53% From Its High. The AI Agent Business Just Hit $1.2 Billion.
The market is pricing in failure. The data is telling a different story.
Capital One Reports Tonight. The Discover Bet Is Just Getting Started.
A new payments network, the largest credit card issuer in the US, and a stock well below its high.