Margins nearly doubled overnight. August 11 is when the math gets tested.
A $60B order surge and margins nearly twice the prior forecast just hit. Now the governance overhang...
FDA cleared modified-risk claims. The smoke-free transformation is accelerating.
Record revenue, a surprise profit, and a debt load that changes everything.
The CFO already told you Q2 billing growth is running above a three-year high.
Value-added services up 25%+ and a $20B buyback. July 28 is the number that matters.
Industrial recovery plus AI power demand is an unusual combination for a chip company nobody was watching.
The market is pricing in failure. The data is telling a different story.
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.