SpaceX's strategic pivot to vertically integrated AI Neocloud targets a $10T TAM but demands flawless execution. Read more on ...

Microsoft's CapEx surge remains the central tension but is justified by robust Azure and AI-driven growth. Read why MSFT ...

Broadcom's delayed data center projects, more cautious enterprise AI spending could weigh on semiconductor demand. Read why ...

Sandisk's peak-cycle multiples overlook threats from rapid AI memory compression, CXL DRAM pooling, and demand evaporation.

EU new car registrations rose 5.7% Y/Y in H1 2026, supported by strong June sales and continued demand for electrified ...

Applied Industrial Technologies is a high-quality niche compounder, not a typical distributor, with strong returns. Read why ...

The Nasdaq 100 Volatility Index, known as VXN, closed at 26.91 on July 9, 2026, according to data from the Federal Reserve ...

Conestoga reports a speculative 2Q26 where Small Caps saw a concentrated, high-beta rally led by AI. Read the full commentary ...

BGC Group (BGC) looks like a Buy: growth-at-a-discount, OTC Global boost, volatility tailwinds, and cost cuts for margins.

South Bow Corporation (SOBO) operates critical oil pipeline infrastructure connecting Canadian crude to US markets, ...

Sezzle quietly emerges as the one exception to BNPL—a profitable, growing business that pays for its own growth. Read more on ...

The following slide deck was published by América Móvil, S.A.B. de C.V. in conjunction with their 2026 Q2 earnings call.