A Coterra merger, $90+ oil, and a 59% EPS jump all converge on one date.
The automation spinoff just beat Q2 estimates and raised guidance. The market is starting to notice.
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.
