Sherwin-Williams gained share without a housing recovery. Imagine what happens when one arrives.
Earnings topped estimates and guidance went up. Geopolitics brought it back down.
Three hyperscalers report in four days. The Alphabet shock just set the bar.
Oil is up 20% this month. The Fed meets Tuesday. The data does not tell the whole...
The stock is still down 29% from its peak. H1 results beat a low bar. The real...
Record orders and 58% revenue growth collide with a bigger debt load at Q2 earnings.
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 turnaround is real. The valuation at 45x earnings leaves no room for a miss.