ExxonMobil Just Posted $17B in Free Cash Flow
The market sold the headline miss. The portfolio story matters more.
August 2026
Intel Beat Q2 by $1.7B. The Stock Fell Anyway.
The market sold the income statement and bought the fear. The real question is what the foundry transformation is worth.
Amazon Has a $25B Chips Business. Wall Street Noticed.
The stock jumped after earnings. The options market now has a harder question to answer.
AWS Just Grew 37%. The Real Signal Is the Margin.
Amazon raised capex to $220 billion and free cash flow turned negative. The 39% AWS operating margin is why none…