Headlines

With hike odds near 60% and the 10-year around 4.75%, JPMorgan went cautious Monday. Goldman says that caution is misplaced.

ANET just delivered its first $3 billion quarter. AVGO is guiding to $16 billion in AI chips for Q3. September 2 decides whether the gap closes.

Three days, $880 billion in bilateral trade, and a 96-year-old legal weapon nobody has ever fired. Here is what the Canada tariff pause actually means.

Skyrizi and Rinvoq have already replaced Humira. The $10.9B Apogee deal adds the next chapter.

Iran just shattered the ceasefire lull. Here is which sectors win, which bleed, and what traders need to watch over the next five sessions.

H1 2026 results beat expectations. But the aspirational consumer may not come back.

Revenue tripled in fiscal 2026 and 80%+ growth is guided for next year.

A record Q2 beat and raised guidance still haven’t closed the gap to the March peak.

Auto onshoring, intermodal growth, and a ~9% revenue jump are all on the table.

NATO rearming and the Hormuz war just made defense the most visible trade of Q2.