Intel Monday Open Setup Pits Multiple Customers Against 14A Risk Language
Intel's bull case now rests on the distance between customer interest on the call and caution in the filing.
Business
Norfolk Southern's Q1 Print Carves Out Eastern Ohio and the Tape Grades the Adjusted Line
GAAP EPS down 26 percent, adjusted EPS up once Eastern Ohio and merger costs come out, and the stock closed up 7.75 percent — the rail equivalent of Tesla's margin construction.
Newmont Prints Record $3.1 Billion Free Cash Flow as Gold Reads the Iran War's Duration
Revenue $7.31 billion up 46 percent, adjusted EPS $2.90, record $3.1 billion free cash flow, $6 billion buyback added — and Q2 production guided at 23 percent of full-year.
Cerebras Roadshow Opens Into DeepSeek V4 and the Mid-May Narrative-Risk Window
Eight days after the S-1 refile, the Cerebras roadshow opens into two Chinese open-weights launches on non-Nvidia silicon — wafer-scale-vs-GPU meets GPU-vs-domestic.
SpaceX Bank-Commitment Silence Hits Day Four and Puts the May Modeling Session at the Deal's Pricing Fork
Four days after the analyst tour closed in Memphis, no commitment artifact across the 21-bank syndicate — making May 8, not June 8, the $1.75T pricing event.
Caterpillar Opens the Second Industrial Wave Into a $106 Brent Curve and a $7B Hedge-Loss Cycle
CAT prints April 30, XOM and CVX May 1 — and Chevron has already pre-disclosed $2.7-3.7B downstream offsets that test whether the war's tailwind narrative survives the hedge-loss cycle.
Tesla Adds a Year of Free Supercharging on Model 3 as the Saturday Tape Takes the Promotion Over the Earnings Critique
Tesla's only fresh post-earnings artifact is a one-year free Supercharging offer on Model 3 Premium — incremental retail marketing, not the warranty-and-tariff response the critique was waiting for.
Vercel Day Six Still Silent as Push Security Traces the Breach to a Roblox Cheat Infostealer
Six days after the OAuth-token breach, Vercel's bulletin still reads no update — while Push Security walks the supply chain from a Roblox-cheat infection through Context.ai into a $2M ransom demand.
Figma AI Watch Closes Week Three Silent as Claude Design Operates the Eight-Day Adoption Path
Three weeks after Anthropic's Claude Design launch sent Figma stock down 7 percent, Figma's AI roadmap remains a release-notes drift — no roadmap response, no monetization signal, no public answer.
Lockheed Day Two Holds the B Twenty One Silence as the AFA Calendar Becomes the Next Disclosable Date
Day Two after Lockheed's $7 billion backlog trim, the B-21 still goes unmentioned — the war's classified P&L tailwind held inside an SAR program the company will not publicly attach to its results.