Posted May 27, 2026
Chevron just declared a 4% dividend hike for the 39th straight year — and its Hormuz exposure is structurally low. Why CVX is the cleanest play on the $7 oil premium.
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Posted May 27, 2026
Brent crude ripped $2.87 to $99.58 on Tuesday's U.S. strike against Iranian mine-laying boats — but the April 8 ceasefire is still holding. Here's where the smart money is positioning.
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Posted May 27, 2026
Salesforce reports fiscal Q1 after Wednesday's close with Agentforce on trial. CRM is down 32% YTD; options price an 8.7% earnings move. Here's the line on the line.
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Posted May 27, 2026
Snowflake reports fiscal Q1 tonight up 28% since April 30 on AI-data-cloud hype. Cortex ARR hit $100M a quarter early. Now the guidance has to keep up with the runup.
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Posted May 26, 2026
Marvell (MRVL) was down 5.3% premarket at $196.33 ahead of Wednesday's Q1 print. The custom AI silicon thesis has doubled the stock in 2026.
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Posted May 26, 2026
Exxon Mobil (XOM) and the energy complex took a leg lower on Iran ceasefire talks. The redomicile-to-Texas shareholder vote lands May 27.
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Posted May 26, 2026
Markets reopen post-Memorial Day with Case-Shiller HPI at 9 AM and Consumer Confidence at 10 AM. Here's the hot/cold playbook for the Tuesday tape.
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Posted May 26, 2026
AutoZone (AZO) beat fiscal Q3 EPS but missed revenue. Same-store comps +5.5%, but gross margin contracted 57 basis points on tariffs. Here's the read.
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Posted May 21, 2026
Deere reports Q2 before the bell with $1.2B in tariff costs and tractor inventory at a 17-year low. The setup is binary.
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Posted May 21, 2026
Weekly jobless claims and the Philly Fed manufacturing survey both drop at 8:30 AM ET. Here's the setup, the two-corner trade, and what to watch.
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Posted May 21, 2026
Nvidia reported a blockbuster Q1 — record revenue, $80B buyback, 25x dividend hike — and the stock fell. Here's why the franchise is still working.
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Posted May 21, 2026
Walmart reports Q1 before the bell. The consumer is the same one that just punished Target. The mix is different — and that's the trade.
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