AMD Up 6% Tuesday. Q2 Is Not the Point.
The Helios ramp and Q3 guide are what traders need to watch tonight.
Economy
The Corvette Grand Sport X Is a $112K Bargain Nobody Is Talking About
721 horsepower, a new V8, hybrid AWD, and a price tag that embarrasses Porsche.
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.
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…
Boeing Reports Q2 Today. The Backlog Is $695 Billion.
The recovery math is real. The cash flow question decides what happens next.
Three Tariff Waves Hit at Once. Most Importers Are Only Watching One.
A new trade architecture just went live. The second wave is still coming.
LVMH Just Reported. The Real Problem Is Structural.
H1 2026 results beat expectations. But the aspirational consumer may not come back.
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…