Meta Reports Tonight. The Cloud Bet Is on Trial.
A $10B Anthropic deal and $145B in AI spending converge at Q2 earnings.
Economy
CSX Reports Q2 Tonight. The Freight Recovery Has a New Playbook.
Auto onshoring, intermodal growth, and a ~9% revenue jump are all on the table.
ISRG Beat by Nearly 12%. The Stock Is Down About 42% From Its High.
Robotic surgery posted its best quarter in years. The market responded by selling it.
EQT Just Rallied 8% on a Headline Miss
The market ignored the numbers and bought the strategy instead.
Palantir Is Down 37% From Its Peak. August 3 Is the Number.
85% revenue growth and a Rule of 40 score of 145% meet the market's hardest question.
Vistra Is Near a 52-Week Low. August 6 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the price.