Meta Reports Tonight. The Capex Number Is the Only Test.
A $60 billion revenue quarter could still send the stock lower.
TCI Exclusives
Lam Research Is Up in 2026. July 29 Forces the Real Question.
A $140B wafer fab equipment outlook meets a highest-stakes earnings call in chip equipment.
EQT Just Rallied 8% on a Headline Miss
The market ignored the numbers and bought the strategy instead.
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.
Chips Are in a Bear Market. The Real Question Starts Next Week.
A 20% crash in a month just created the sector’s most interesting entry debate in years.
J.B. Hunt Just Posted Its Best Quarter in Years. The Freight Cycle Has a New Playbook.
Revenue up 19%, EPS up 45%, and intermodal loads hit a record. The pricing opportunity has not even started.