LVMH Just Reported. The Real Problem Is Structural.
H1 2026 results beat expectations. But the aspirational consumer may not come back.
Headlines
Credo Technology Is Down 30% From Its High. The Optics Bet Is Just Starting.
Revenue tripled in fiscal 2026 and 80%+ growth is guided for next year.
NOC Is Down 32% From Its High. The Backlog Just Hit $105B.
A record Q2 beat and raised guidance still haven’t closed the gap to the March peak.
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.
RTX Has a $271B Backlog. Today Is When It Has to Show It.
NATO rearming and the Hormuz war just made defense the most visible trade of Q2.
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.
Visa Reports July 28. The Agentic Payments Trade Is Underpriced.
Value-added services growing 25%+ and a $20B buyback. July 28 is the date to watch.
Palo Alto Is Up 95% This Year. August 19 Is the Real Test.
NGS ARR guided up ~60%, CyberArk integration ahead of schedule, and a fiscal Q4 that has to justify the run.