Posted April 24, 2026
PENN tops Q1 with $1.78B revenue and 53% EBITDA swing. Interactive segment +$78M YoY, iCasino +15%. Guidance raised. Stock pops 15%.
Sip the teaPosted April 24, 2026
NEM posts sixth straight earnings beat with record free cash flow, expands buyback. At $4,700 gold and $2,800/oz margins, the 'Golden Disconnect' is ending.
Sip the teaPosted April 24, 2026
INTC printed $0.29 EPS on $13.58B in revenue versus consensus of 1 penny. Data center revenue +22%. Stock up 20% after-hours. The second AI trade just opened.
Sip the teaPosted April 24, 2026
WTI cracks $97 on a +17% week as the Hormuz blockade grinds on and OPEC production caves 27% month-over-month. Here's the Permian playbook.
Sip the teaPosted April 23, 2026
American Airlines beat Q1 — then cut its full-year 2026 outlook. Oil at $103 is now flowing through real earnings estimates.
Sip the teaPosted April 23, 2026
While the market screams about Tesla and ServiceNow, Texas Instruments has quietly posted 17 green sessions in a row. That's a signal.
Sip the teaPosted April 23, 2026
ServiceNow crushed revenue and still dropped 14% after hours. The AI revenue premium just got tested — and failed.
Sip the teaPosted April 23, 2026
Tesla beat Q1 earnings — and still tanked after hours. The culprit: a $25B capex number that changes the whole AI-era bull case.
Sip the teaPosted April 22, 2026
Palantir inked a $300 million Blanket Purchase Agreement with the USDA to modernize farm services and enhance food supply security. Here's the trade.
Sip the teaPosted April 22, 2026
GEV posted $9.34 billion in Q1 revenue, raised full-year guidance, and popped 13% on data center demand. Here's what's next.
Sip the teaPosted April 22, 2026
Boeing posted a Q1 loss of just 20 cents per share versus the 83 cents expected, and delivered 143 aircraft — beating Airbus for the first time in nearly 7 years.
Sip the teaPosted April 22, 2026
Stocks ripped to fresh highs after President Trump extended the US-Iran ceasefire indefinitely. Here's how to play the next leg of the rally.
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