Defense Contractors Print the War Into the Tape
Before Washington removed the ceasefire deadline, RTX and GE printed demand curves that already priced conflict as durable operating reality.
Theo Kaplan
Bureau: San Francisco
Tesla Q1 Tonight Into a Siege Priced War and Terafab Silence
Tesla's Q1 was scheduled to print at 4:30 PM CT, with investors focused on inventory overhang, margin defense, and whether Terafab spending finally gets named.
IBM Q1 Tests Twelve Five Billion GenAI Book at Peace Priced Multiple
IBM's Q1 was scheduled for 5 PM ET Wednesday, with the central question whether booked GenAI demand converts into durable margin and cash narrative.
Vercel Day Four Surfaces Second OAuth Vector as Context AI Names March Precedent
Vercel's incident moved from one compromised integration story to a broader identity-path pattern after security researchers pointed to a second OAuth route.
SpaceX Analyst Day Ends at Starbase With Banks Still Keeping Their Cards
Day one of Musk's three-day roadshow produced tours, charts, and NDAs — but no public word on whether the 21-bank syndicate is actually ready to write the paper.
RTX Delivers Twenty-One Percent EPS Growth on Patriot Volume and a Record Backlog
RTX's Q1 print turned the paper's Tuesday pre-print brief into a line item — $22.1 billion in sales, adjusted EPS $1.78, backlog $271 billion, guidance up.
GE Aerospace Orders Jump Eighty-Seven Percent With Services Revenue Up Thirty-Nine
GE Aerospace's first quarter printed $23 billion of orders against a $210 billion backlog — the shop-visit cycle is running faster than management can scale it.
Halliburton Beats Estimates as Latin America Offsets a Thirteen Percent Middle East Drop
Halliburton's Q1 beat consensus on international strength even as Middle East revenue fell 13 percent — the oil-services name is the one that priced the war as a cost.
3M CEO Brown Names Pockets of Macro Pressure and a $125 Million Oil-Price Cost
3M beat Q1 estimates at $2.14 adjusted EPS but Bill Brown became the only Tuesday-tape CEO to name oil-price inflation as a quantified $125 million annual cost.
Cursor Closes Two Billion at Fifty Billion With Andreessen, Thrive, and Nvidia Writing the Biggest Check
A valuation that nearly doubles in six months prices a three-times-in-ten-months revenue curve; the strategic Nvidia check is the line the public market would not let print.
Cerebras Day Two — The OpenAI Triangle Is the Roadshow Question Now
Day 2 after the public S-1 landed; the customer-lender-shareholder triangle is the single piece of disclosure that will price the mid-May roadshow.
QXO-TopBuild Day Three, Integration Risk Moves to the Center of the Valuation
Three days after Jacobs named the fifty-billion-dollar target on Bloomberg, Reuters Breakingviews priced the synergy math and the premium against it.
Ackman UMG Day Sixteen and Vincent Bollore Has Still Not Answered the Phone
Sixteen days since Ackman called his first shot and the French billionaire who can block it has produced exactly no public response.
Eddie Bauer Stores Dark on Day Ten With Eight Days Left on the Closeout Clock
No qualified bid, no revised auction, and no buyer — 174 store leases sit with a real estate advisor and a clock.
American Airlines Prints Q1 Thursday With Revenue Up Ten Percent and Fuel Up Four Hundred Million
American reports Q1 before the Thursday open with record-ever revenue growth above 10% offset by a $400 million Iran-war fuel hit Isom flagged at JPMorgan's conference.