NATO rearming and the Hormuz war just made defense the most visible trade of Q2.
A $2 trillion quarter in rated issuance and an AI pivot that is already moving margins.
The CFO already told you Q2 billing growth is running above a three-year high.
Auto onshoring, intermodal growth, and a ~9% revenue jump are all on the table.
Two straight earnings misses set the bar. The debit conversion is underway. Now the synergy math has...
Value-added services growing 25%+ and a $20B buyback. July 28 is the date to watch.
85% revenue growth and a Rule of 40 score of 145% meet the market's hardest question.
Q2 earnings hit after close. Revenue growth of 25% and a network integration that changes the math.
One of the S&P 500’s top stocks of 2026 just entered correction territory. The fundamental case hasn’t...
Revenue up 40% and a $7.7B backlog. The real debate is the valuation.