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…
Top News
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.
Adobe Is Down 37% This Year. September 10 Is the Reset.
Record revenue, AI-first ARR tripling, and a stock at multi-year lows converge on one date.
SMCI Just Got $60B in One Quarter. The Stock Is Still Down 56%.
Margins nearly doubled overnight. August 11 is when the math gets tested.
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.
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.
Amazon Is 12% Off Its High. July 30 Is the Only Number Left.
AWS grew 28% last quarter. The free cash flow collapse is the real debate.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the price.