Luca Socci

Summary CNH Industrial N.V. delivered a modest Q2 2026 beat, but margins are compressing, and the stock remains in a cyclical trough.

Summary Oklo's Q2 surprised with $1.2M in revenue and a 14% post‑earnings jump, but the beat came from acquired businesses and doesn't yet validate the core fast‑fission model.

Summary Super Micro Computer's revenue surged 72% YTD, but margins compressed and operating cash flow hit –$7.56B, revealing a business scaling faster than its ability to convert profits into cash.

Summary Deere enters Q3 earnings with a stock price that has surged ahead of fundamentals, as investors continue front‑running an ag‑cycle recovery that remains absent in industry data.

SpaceX (SPCX) stock looks overvalued despite strong Q2 FY26 results—Starlink profits, xAI capex, and dilution risks.

Summary ISM hit a four-year high in July, and payrolls added just 5,000 factory jobs, with overtime falling.

Summary CrowdStrike enters Q2 with accelerating net new ARR, expanding module adoption, and a business model strengthened by Falcon Flex.

gerenme/iStock via Getty Images Introduction We had time to discuss the start of the opening season with the big banks, and we then

Jonathan Kitchen/DigitalVision via Getty Images Introduction

iQoncept/iStock via Getty Images Introduction President Donald Trump just filed a June stock disclosure . Over 1,000 transactions appear in the trustee-managed accounts.