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Margins nearly doubled overnight. August 11 is when the math gets tested.
Q2 earnings land today. The AI disruption thesis meets real data.
The automation spinoff just beat Q2 estimates and raised guidance. The market is starting to notice.
Two straight earnings misses set the bar. The debit conversion is underway. Now the synergy math has...
Operating earnings jumped about 55% and guidance moved sharply higher. The sector read-through is the bigger story.
The Q3 guidance gap is the only number that matters right now.
