Sherwin-Williams gained share without a housing recovery. Imagine what happens when one arrives.
LVMH Reports H1 2026 Today
Revenue up 6% and margins holding. The real question is what comes next.
Seagate Just Posted the Best Quarter in Its History
Revenue up 48%, margins at 52.7%, and Q1 guidance 9% above the Street.
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.
BMY Reports July 30. The Patent Cliff Has a Counter-Argument.
Growth drugs now make up more than half of BMY's revenue. The market hasn't fully priced that.
Coinbase Is Quietly Becoming a Different Company
The trading slump is the headline. The stablecoin and subscription story is the real read.
SoFi Is Down 37% This Year. The Business Never Stopped Growing.
Ten straight profitable quarters, 14.7 million members, and a stablecoin nobody saw coming.
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.
NOC Is Down 32% From Its High. The Backlog Is $105 Billion.
A record Q2 beat and raised guidance haven't closed the gap to its March peak.
EQT Just Rallied 8% on a Headline Miss
The market ignored the numbers and bought the strategy instead.