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.
Business
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.
Day Six of Amazon's Three Point Five Percent and the Retail Aisle Still Has Not Flinched
On the sixth day of Amazon's FBA fuel-and-logistics surcharge the only carrier that has matched is USPS, and every shopper still sees the same sticker price.
Orient Securities Shares Stay Halted on Day Two of the Shanghai Buyout
Day 2 of the Orient–Shanghai Securities consolidation: Beijing-directed sector reorganization proceeds while Western financial press treats it as routine M&A.
BYD's Overseas Share Hits Forty Percent While Tesla Wins One Quarter
BYD exported 120,083 vehicles in March — 40% of its total — and raised its 2026 overseas target to 1.5 million units hours before Tesla reclaimed the quarterly BEV crown.
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.