A pure-play pivot, rising analyst targets, and a stock still 25% below its high collide at Q2 earnings.
NextEra Reports Today. The AI Power Bet Just Got Much Bigger.
A $66.8B Dominion deal puts NEE at the center of America's AI electricity buildout.
SLB Is Down 37% From Its Peak. The Company Is Not the Same One.
An oilfield giant is rebuilding its business around modular data center infrastructure and power. Q2 earnings land today.
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.
AMC Just Had Its Best Quarter in 106 Years. The Stock Is Still a Contradiction.
Record revenue, a surprise profit, and a debt load that changes everything.
AXP Is Down 16% in 2026. July 24 Is the Reset.
The CFO already told you Q2 billing growth is running above a three-year high.
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.
ExxonMobil Is Up 17% This Year. The Real Test Is July 31.
A Hormuz shock, a $4 billion earnings windfall, and a stock still 16% below its high.
MMM Earnings Tomorrow. Azure Just Changed the Math.
A Microsoft deal puts 3M's fiber optic technology at the center of AI infrastructure.
Vertex Is Down 17% From Its High. The $10B Bet Starts Now.
A rare disease dealmaker just bought its way into a new disease category with $5B in peak revenue potential.