META Is Up 22% in 10 Days. The Real Test Is July 29.
A new cloud business, a custom AI chip, and $145B in capex walk into an earnings report.
July 15, 2026
The $54 Billion Drone Budget Has a Supply Chain Problem Nobody Is Solving
Washington is flooding the zone with drone money. The real bottleneck isn't drones — it's who builds the parts.
NFLX Reports July 16. The Stock Is Down 46% From Its High.
Ads are the real trade. The World Cup is the complication.