Oil is up 20% this month. The Fed meets Tuesday. The data does not tell the whole...
Economy
Data center royalties doubled. Now the Arm AGI CPU bet has to convert.
Record orders and 58% revenue growth collide with an $18.7B debt load at Q2 earnings.
Revenue up 53%, a $19B full-year target, and an AMD deal land ahead of Q2 earnings.
The CFO already told you Q2 billing growth is running above a three-year high.
Q2 earnings hit after close. Revenue growth of 25% and a network integration that changes the math.
A Meta nuclear PPA and record Q1 adjusted EBITDA are not yet in the price.
Now the market wants margin proof, Cybercab reality, and a robotaxi story that holds.
Q1 revenue beat estimates by about 24%. The selloff may be the opening.
The GLP-1 diet revolution is creating a protein boom nobody on Wall Street saw coming.
