Earnings prints, forward guidance, and the read-throughs that set sector moves. Independent earnings coverage for self-directed US investors.
BP profits doubled on $111 Brent. GM absorbed up to $1 billion in Q1 tariff costs. One commodity, two very different stories.
Apr 28, 2026The AI trade is shifting again. Today the leadership moved from the usual GPU names to CPUs and analog chips. Intel hit a record. Texas Instruments had its biggest gain in 25 years. Here is what changed and what it means for your portfolio.
Apr 27, 2026Five Magnificent Seven names report this week with $649 billion in combined capex to defend. The Strait proposal changes nothing until it does.
Apr 27, 2026Intel surged 20% after hours. Texas Instruments beat by 24%. Two semiconductor blowouts while Brent crossed $105.
Apr 24, 2026Two million Tesla owners just learned their car can't drive itself. Intel jumped on one sentence. Oil crossed $100 again.
Apr 23, 2026Tesla missed the Street. Boeing bleeds before the bell. The ceasefire just lost its deadline.
Apr 22, 2026John Ternus takes over September 1. UnitedHealth, GE Aerospace, and RTX all report before the bell. The ceasefire expires tomorrow.
Apr 21, 2026