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Carillon's Q2 2026 letter notes an AI-driven rally, with S&P 500 up 15.2% and semiconductors up 87.8%. Gains were concentrated in speculative smaller tech names, raising fragility concerns despite st…
Chevron (CVX) is set to report Q2 2026 earnings July 31, with EPS expected to surge 227% YoY. Stock is up 28.7% over 52 weeks, trailing the energy sector ETF but beating the S&P 500. Analysts remain …
Tesla trades at stretched 346x P/E despite YTD underperformance. Margin quality concerns, rising capex, fading regulatory credits, and low prediction-market odds for Optimus/Robotaxi scaling suggest …
TSMC's CEO confirms explosive AI chip demand outpacing supply, with June revenue up 68% YoY. Strong 2026 growth guidance (30%+) signals sustained AI infrastructure spending benefiting key customers l…