A $4.5 billion refining lift drove the quarter, but margins are the number to question.
Intel Lost a Fifth Overnight. Options Didn’t Price It. INTC priced a ~9.4% earnings move. The stock...
Last week was a barnburner, as stocks whip–sawed downward Thursday and Friday, pretty much across the board....
October 30, 2026 Bonus Content: Roblox Beat Every Number and Still Fell 17% A note from our...
Revenue grew 53% to $895 million, profits hit a record, and yet the stock lost nearly a...
October 29, 2026 Bonus Content: Chipotle Beat Revenue. Its EPS Fell Anyway. Margin Math Runs the Show....
October 29, 2026 Record margins, 39% AWS growth, stock down 9%. One line on the income statement...
With SYM down ~56% from its 52-week high and Walmart capex at $26.64B, the price has rarely...
October 29, 2026 Bonus Content: Intel Reports Tonight. Options Price Less Fear Than the Math A note...
October 29, 2026 Bonus Content: Coinbase and Strategy Report Tonight with Bitcoin at $80,000 A note from...