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Updates
August 2, 2026:
Original Post
Before we get to earnings season and tech, this was posted 1:27 p.m. CT (?) earlier today:
Earnings season and tech.
Anticipation, link here:
MSFT, see below, link here:
TSMC, link here:
CVX, link here, 2Q26 earnings highest ever:
But XOM was a disappointment, link here:
Amazon's rule of 40 just hit an astounding 76, link here;
Also, here:
And, here:
MSFT's gain, link here: has META jumped the shark? See above.
Did Jim Cramer get sucked in by Situational Awareness, Citadel, and Griffin? Link here.
John Kerry's European energy crisis, link here.
The US consumer is very, very resilient and likes air-conditioned theaters in the middle of summer, link here:
