Q2 earnings hit after close. Revenue growth of 25% and a network integration that changes the math.
Economy
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.
The AI cooling pure-play with a $15 billion backlog is about to tell us if the run...
China just blacklisted America's only rare earth miner. The real trade is the refinery, not the mine.
The Q4 guide of $50B changes everything the market thought it knew about memory cycles.
Revenue grew 33% in Q1. A $6 billion AWS deal sealed the AI pivot.
The ECB raised rates as eurozone GDP limps at 0.8%. The stagflation math is worth running.
