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MSFT earnings: vol is bid
Lam Research Is Up in 2026. July 29 Forces the Real Question.
NOC Is Down 32% From Its High. The Backlog Just Hit $105B.
WMT dropped 20%. Puts are piling up.
APH Is 15% Below Its High. July 29 Is the Real Test.
MSFT earnings: vol is bid
Newsletters

MSFT earnings: vol is bid

July 28, 2026 MSFT Into Earnings: Vol Is Bid The options market is charging for movement. Decide if you agree.…

July 28, 2026
Lam Research Is Up in 2026. July 29 Forces the Real Question.
Economy

Lam Research Is Up in 2026. July 29 Forces the Real Question.

A $140B wafer fab equipment outlook meets a highest-stakes earnings call in chip equipment.

July 28, 2026
NOC Is Down 32% From Its High. The Backlog Just Hit $105B.
Business

NOC Is Down 32% From Its High. The Backlog Just Hit $105B.

A record Q2 beat and raised guidance still haven’t closed the gap to the March peak.

July 27, 2026
WMT dropped 20%. Puts are piling up.
Newsletters

WMT dropped 20%. Puts are piling up.

July 27, 2026 Walmart Dropped 20%. Puts Are Climbing. August 20 earnings are close and the options chain is not…

July 27, 2026
APH Is 15% Below Its High. July 29 Is the Real Test.
Top News

APH Is 15% Below Its High. July 29 Is the Real Test.

A $9.4B quarterly orders number and 58% revenue growth meet an ~$18.7B total-debt load at earnings.

July 27, 2026
Chevron Reports July 31. Oil Just Hit $100.
Top News

Chevron Reports July 31. Oil Just Hit $100.

The energy trade is back. Here is what the data says ahead of Q2 earnings.

July 26, 2026
APH Is 15% Below Its High. July 29 Is the Real Test.
Politics

APH Is 15% Below Its High. July 29 Is the Real Test.

Record orders and 58% revenue growth collide with an $18.7B debt load at Q2 earnings.

July 26, 2026
SMCI Just Got $60B in One Quarter. The Stock Is Still Down 56%.
Money

SMCI Just Got $60B in One Quarter. The Stock Is Still Down 56%.

Margins nearly doubled overnight. August 11 is when the math gets tested.

July 25, 2026
Celestica Is Down 36% From Its High. July 27 Is the Reset.
Money

Celestica Is Down 36% From Its High. July 27 Is the Reset.

Revenue up 53%, a $19B full-year target, and an AMD deal land ahead of Q2 earnings.

July 25, 2026
CSX Reports Q2 Tonight. The Freight Recovery Has a New Playbook.
Business

CSX Reports Q2 Tonight. The Freight Recovery Has a New Playbook.

Auto onshoring, intermodal growth, and a ~9% revenue jump are all on the table.

July 24, 2026

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Latest Posts

  • MSFT earnings: vol is bid
  • Lam Research Is Up in 2026. July 29 Forces the Real Question.
  • NOC Is Down 32% From Its High. The Backlog Just Hit $105B.
  • WMT dropped 20%. Puts are piling up.
  • APH Is 15% Below Its High. July 29 Is the Real Test.

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