Earnings
Wall Street closed out July with a week that will be studied in business schools for years. Three of the most powerful companies on earth - Microsoft, Apple, and Amazon - reported earnings that, by any historical measure, were extraordinary. And yet, the bond market spent the same week sending a very
Earnings
Meta's Q2 2026 earnings revealed a 91% collapse in free cash flow to just $784 million, an EPS miss of nearly 14%, and capex guidance raised to $130-145 billion. Here is what the numbers reveal about the true cost of the AI arms race.
Earnings
Meta faces a critical test tonight as it reports Q2 2026 earnings with a $125 billion AI infrastructure spending commitment hanging in the balance. Wall Street is watching whether the company can deploy $35-42 billion per quarter without triggering a market selloff.
Tech
For years, Nvidia has been the arms dealer of the AI revolution - selling the picks and shovels while others built the mines. That model may be quietly shifting. On Tuesday, the Financial Times reported that Nvidia has signed leases worth up to $50 billion on Hut 8's Beacon
Macro
There is a number that defines what oil traders woke up to this Monday morning: 6. That is roughly how many percentage points crude oil fell in early trading on July 27, 2026, as the United States and Iran quietly halted their military strikes against each other over the weekend
Macro
There is a number that defines what Wall Street is walking into this week: 38. That is the percentage chance, according to LSEG data as of Friday, that the Federal Reserve will raise interest rates at its July 28-29 meeting - a figure that would have seemed implausible six months
Tech
Intel's Q2 2026 results show the company's strongest revenue growth in 15 years, with data center and AI segment revenue up 59% year-over-year, signaling a genuine turnaround.
News
There is a number that captures the scale of what Lockheed Martin just reported: 230. That is how many billion dollars sit in the defense contractor's order backlog as of the end of the second quarter of 2026 - a record high, and a figure that tells you almost
Tech
Google Cloud's 82% revenue growth in Q2 2026 beat expectations, but Alphabet's stock fell due to surging capital expenditure guidance reaching $205 billion annually. Explore what this means for the AI infrastructure spending cycle.
Earnings
There is a number that defines what Tesla is walking into tonight: 480,126. That is how many vehicles the company delivered in the second quarter of 2026 - its best Q2 performance ever and a 25% jump from the same period a year ago. By any traditional measure, it is
Tech
Alphabet reports Q2 2026 earnings tonight with $190 billion in AI infrastructure spending on the line. Here's what Wall Street is watching as the first Magnificent Seven company to open its books this earnings season.
News
There is a number that captures the scale of what Morgan Stanley has quietly built over the past eighteen months: 40. That is how many billion dollars the bank has sold in a new class of AI infrastructure bonds - a financial instrument that barely existed two years ago and is