Caterpillar Exxon And Chevron Turn Brent Into A Split Screen
One earnings week will show whether war-priced oil is profit, cost, or merely accounting noise.
Theo Kaplan
Bureau: San Francisco
Intel's Monday Open Tests 14A Customer Commitments, Not the EPS Victory Lap
Sunday analyst notes turn Monday into a 14A pipeline test rather than a Q1 beat celebration.
Lockheed Follow-On Is Really a B-21 and Patriot Supply-Chain Read
Lockheed's Patriot ramp and Northrop's $2.5B B-21 acceleration belong on the same page; the wartime-production ledger is one balance sheet.
Tesla Q1 Becomes a Tariff-Accounting Question, Not a Capex Celebration
Bloomberg's AI-and-robotics capex frame and Electrek's non-recurring-benefits critique are not the same earnings story.
Cerebras Roadshow Opens Under DeepSeek V4 Narrative Risk
Cerebras is selling fast inference and an OpenAI contract just as DeepSeek V4 tells investors frontier inference may be cheaper on non-Nvidia hardware.
Norfolk Southern's Q1 Carve-Out Confirms the Adjusted-Earnings Typology
Friday's print booked $877M in railway operating income, $939M after Eastern Ohio and merger costs come out — and the buyside graded the second line.
SpaceX Bank-Commitment Silence Reaches Day Five Before the Roadshow
Five trading days after the analyst tour closed, the 21-bank syndicate has produced no commitment artifact — making the May modeling session, not the June roadshow, the deal's pricing event.
Figma Holds At Eighty Percent Off Its IPO High After Anthropic Ships Claude Design
Mike Krieger left Figma's board on April 14, three days before Anthropic launched a Figma competitor — and the stock has not recovered the gap.
Hengli Petrochemical Tells The Shanghai Exchange It Has Three Months Of Crude And Has Never Traded With Iran
Treasury's Friday hit on a Chinese teapot refinery is now a stock-exchange filing, not a sanctions one-pager.