July 24, 2026 AI Agents Are Eating the Web One company controls the infrastructure they all run through. Sponsored First…
Verizon Reports Q2 Today. The Frontier Bet Is Just Getting Started.
A $20B fiber acquisition, 30M new passings, and the first full Frontier quarter drops this morning.
Intel Crushes Q2 Estimates
July 23, 2026 Intel Crushes Q2 Estimates Revenue surged 25% as AI demand hit a new gear. Analyst Targets KeyBanc…
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.
Musk’s Next Takeover Target
July 23, 2026 SMCI: $60B in Orders, Still Down 50% Featured: SMCI: $60B in Orders, Still Down 50% Sponsored Dear Reader,…
RTX Has a $271B Backlog. Today Is When It Has to Show It.
NATO rearming and the Hormuz war just made defense the most visible trade of Q2.
ServiceNow: The Disconnect Is the Opportunity
July 22, 2026 ServiceNow: The Disconnect Is the Opportunity Fundamentals just proved the selloff wrong. Here is what changes next.…
AT&T Reports Q2 Today. Free Cash Flow Is the Only Number That Matters.
Starlink fear has crushed the stock. The cash engine may prove it wrong.
Alphabet: The AI Trade Wall Street Keeps Getting Wrong
July 22, 2026 Alphabet: The AI Trade Wall Street Keeps Getting Wrong Google Cloud is the fastest-growing major cloud on…
Iran War Gold Alert
July 21, 2026 RTX Has a $271 Billion Backlog. July 23 Is When It Has to Prove It. Featured: RTX Has…