Newsletter
Alphabet Beat Every Number. Stock's Flat. Here's Why
Cloud up 82%, revenue $119.8B, EPS $9.11 — but capex hit $44.9B and free cash flow went negative. Your GOOGL position just got a very specific question to answer.
Alpha Market Alerts
Newsletter
Rubio Said Iran's Not Serious. Brent's at $94. Here's Your Read-Through
Oil's up 20% in July alone, the Strait of Hormuz stays a sticking point, and your energy names, airline stocks, and August CPI are all repricing at the same time.
Newsletter
Northrop Grumman Reports This Morning. Here's the Contested Case
NOC trades 25% below the analyst consensus price target with a record $95.6B backlog — and a cost overrun on its most important program that the market hasn't forgiven.