RTX Has a $268 Billion Backlog and Wall Street Is Finally Noticing

In a market obsessed with AI chipmakers and mega-cap tech, one of the best growth stories of 2026 is hiding in plain sight — inside a defense contractor. RTX Corporation (NYSE: RTX), the company behind Pratt & Whitney engines, Raytheon missiles, and Collins Aerospace systems, just reported 2025 results that blew past projections. Revenue came in at $88.6 billion against an initial forecast of $83-84 billion. Adjusted earnings hit $6.29 per share. And the number that should make every growth investor ...
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Cisco Beat Earnings and Still Got Crushed — Here’s Why

Cisco just delivered a quarter that, on paper, looked pretty solid. Revenue hit $15.35 billion (beating the $15.12 billion estimate), earnings came in at $1.04 adjusted (above the $1.02 consensus), and sales grew 10% year-over-year. Product orders surged 18% across every geography. So naturally, the stock dropped nearly 10%. Welcome to Wall Street, where beating expectations isn't enough — you have to beat expectations about the future, too. And Cisco's guidance was the problem. The company projected Q3 earnings of $1.02 to ...
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Japan Just Blew Past Record Highs and Most Investors Missed It

Japan's stock market just did something it hasn't done in decades — and most American investors weren't watching. The Nikkei 225 blew past 57,000 this week, hitting fresh all-time highs. It's up 15% year-to-date. For context, the S&P 500 is up about 4% over the same stretch. Japan is lapping the U.S., and the catalyst isn't some mysterious macro shift — it's a political earthquake. Prime Minister Sanae Takaichi won a landslide election on February 8, and investors immediately started pricing in ...
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When Being Right Goes Spectacularly Wrong: The $6.6 Billion Oops

Picture this: You're absolutely crushing it at work. Like, really crushing it. You made your company a billion dollars last year, got a nine-figure bonus (yes, that's $100+ million), and everyone thinks you're basically the Warren Buffett of natural gas. Life is good. Then you lose $6.6 billion and accidentally destroy one of the world's biggest hedge funds. Whoops. Meet Brian Hunter, the quiet farm kid from Calgary who became Wall Street's most expensive cautionary tale. This isn't your typical "cocky trader ...
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China Just Told Its Banks to Dump US Debt (And Everyone’s Freaking Out)

So China just basically told its banks, "Hey, maybe stop buying so much American debt," and now everyone's having a collective meltdown about what this means for, well, everything. Here's the deal: Chinese regulators quietly instructed their banks to dial back their US Treasury holdings this week. Officially, they're saying it's about "volatility and concentration risk" – which is finance-speak for "putting all your eggs in one basket is probably dumb." But let's be real, when China makes moves like this, ...
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Datadog Just Had Its Best Day in Months – But Should You Actually Care?

So Datadog (DDOG) just popped 14% on Tuesday, and suddenly everyone's acting like they knew this was coming all along. Sure, Jan. Here's what actually happened: The company that helps other companies figure out why their apps are crashing (because apparently that's a $4 billion business now) just dropped some pretty solid earnings. We're talking $953 million in Q4 revenue – up 29% year-over-year, which is their fastest growth in recent quarters. Not too shabby for a company whose stock is ...
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This AI Stock Just Went Full Beast Mode (Up 28% in One Day)

So here's a fun Friday story that probably made some investors very happy: Applied Digital (NASDAQ: APLD) decided to absolutely demolish expectations and rocket up 28% in a single day. And no, this wasn't some random Reddit-fueled meme stock moment – this company actually earned its victory lap. What Even Is Applied Digital? Think of Applied Digital as the landlord for AI's brain power. While everyone's obsessing over which chatbot will take over the world, these folks are quietly building and operating ...
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The Market’s About to Pull a Classic ‘Hold My Beer’ Move

So Capital Economics just dropped what might be the most brutally honest market prediction I've seen in a while. Basically, they're saying the stock market is about to do that thing where it gets really excited, parties way too hard, and then face-plants spectacularly. Here's the tea: They think the S&P 500 is going to rocket up to 8,000 this year (currently sitting around 6,000-ish), then crash back down to 7,000 in 2027. That's a 13% drop, or what they diplomatically ...
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