Schwab Reports Q2 Today. The $13 Trillion Story Is Bigger.
Record client assets make this one of the most important brokerage reports of the quarter.
Top News
Visa Reports July 28. The Agentic Payments Trade Is Underpriced.
Value-added services up 25%+ and a $20B buyback. July 28 is the number that matters.
Capital One Reports Tonight. The Discover Bet Is Just Getting Started.
A new payments network, the largest US credit card issuer, and a stock well below its high.
China Just Dropped Kimi K3. The Chip Selloff Is Not Over.
A 2.8 trillion parameter model just triggered the second DeepSeek moment in 18 months.
Oracle Is Down 62% From Its High. The Backlog Is $638 Billion.
The biggest AI contract book in enterprise tech is sitting in a stock priced for failure.
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.
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.