CAT’s $63B Backlog Is Real. Margins Decide Everything Else.
August 3, 2026 CAT’s $63B Backlog Is Real. Margins Decide Everything Else. Q2 results drop Tuesday. One segment number changes…
The Government Just Bought Stakes in Chip Startups
Washington is taking minority stakes in seven chip deals. Intel explains the appeal and the risk.
The Corvette Grand Sport X Is a $112K Bargain Nobody Is Talking About
August 2, 2026 The Corvette Grand Sport X Is a $112K Bargain Nobody Is Talking About 721 horsepower, a new…
Chevron’s Biggest Quarter in Years. War Helped.
Record U.S. output, bigger Hess synergies, and a Microsoft power deal make Chevron look different from past cycles.
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August 2, 2026 What the GDP Selloff Gets Wrong Featured: What the GDP Selloff Gets Wrong Sponsored If you still haven’t…
Do You Hold Any of These AI Companies?
August 2, 2026 Meta Is Down 30% From Its High. Microsoft Just Showed Why. Featured: Meta Is Down 30% From Its…
The Market Has Closed Three Open Files. It Shouldn’t Have.
Hormuz is still burning, the Fed just produced its most fractured vote in a decade, and a rare earth clock runs out on November 10. Each of these deserves a second look.
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 of that matters the way bears think it does.
Circle Aug. 6 on Your Calendar
August 1, 2026 The Government Just Bought Stakes in Chip Startups Featured: The Government Just Bought Stakes in Chip Startups Sponsored…
Do Not Buy SpaceX Until You See This First
August 1, 2026 The AI Spending Wave Is Splitting in Two Featured: The AI Spending Wave Is Splitting in Two Sponsored…