XPO Just Beat Q2. Someone Bought 3,680 Puts Anyway.
A record LTL operating ratio and a 16% EPS beat were met with one of the most aggressive put blocks seen in the freight sector this year.
Apple Beat Q3. The Real Problem Is September.
A record quarter couldn’t hide a chip crunch that may lift Apple’s costs.
AMZN’s $25B Chip Bet Pays Off
July 31, 2026 AMZN Cleared the Bar. Now Comes the Hard Part. The stock surged past its implied move range.…
Caterpillar Is Up 100% in a Year. August 4 Is the Test.
A data center downgrade just hit CAT. The Q2 numbers decide if the AI thesis holds.
SHW Beat Q2. Housing Is Still Broken. That Is the Point.
Sherwin-Williams gained share without a housing recovery. Imagine what happens when one arrives.
The CVNA guidepost today
July 30, 2026 Carvana Slides on Guidance A fast read on levels, catalysts, and the next best trade decision. Sponsored…
Meta Reports Tonight. The Capex Number Decides Everything.
Options price a nearly 7% implied move — and Meta has outrun that in 6 of its last 8 reports.
Royal Caribbean Beat Q2. The Stock Fell Anyway.
Earnings topped estimates and guidance went up. Geopolitics brought it back down.
SOFI crushed it. Stock tanked.
July 29, 2026 SOFI Beat. The Stock Still Fell. What a strong quarter and a weak reaction tell active traders…
Oil Is Up 22% in July. The Fed Meets Tomorrow.
June CPI looked like relief. The math behind it is already reversing.