Intel's Fastest Growth Since 2011. Lockheed +10%. Brent $100. Your Friday Brief.

INTC crushed. LMT backlog $230B. STM -17%. Cliffs EBITDA tripled. Oil just taxed growth stocks. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  

July 24, 2026 1 YOUR TECHNOLOGY INTC +11% AH · +25% rev Intel Just Printed Its Fastest Growth Since 2011. The Stock Jumped After Hours. Revenue hit $16.1 billion, up 25% year over year. Adjusted EPS doubled the Street at $0.42. Data Center and AI surged 59% to $6.3 billion, and Q3 guidance cleared consensus before the celebration cooled. The CHIPS mark-to-market loss is real. The operating growth rate is what the tape paid for. Here's What We Uncovered › 2 YOUR DEFENSE LMT ~+10.5% · $230B backlog Lockheed Martin Jumped About 10% After a Record $230 Billion Backlog. Sales hit $20.1 billion. EPS printed $7.94. New orders reached $65 billion, including a multi-year THAAD interceptor deal. Full-year free cash flow guidance moved above $7 billion. Defense is not a sleepy utility trade when munitions lines stay full. See the Backlog Math › 3 YOUR LIFESTYLE International Living · Parisian living Dream of tree-lined boulevards, charming cafes, Old World theatres, museums, and architecture? Sponsored If you want to find out where you could use your dollars to afford a penthouse apartment in a wealthy "Parisian" neighborhood…take tennis lessons and spend your evenings at the opera…and even hire your own chauffeur to whisk you across the city at a moment's notice… Then click here now. › 4 YOUR TECHNOLOGY STM ~-17% · guide light STMicroelectronics Sank About 17% After a Soft Q3 Outlook. The Beat Did Not Matter. STM cleared Q2 revenue and EPS, then guided Q3 sales light. Europe just reminded chip investors that guidance still sets the multiple even when the recovery quarter looks real on paper. Compare that reaction with Intel's after-hours celebration the same day. See Why the Beat Got Sold › 5 YOUR INDUSTRIALS CLF surge · EBITDA x3 Cleveland-Cliffs Surged After EBITDA Tripled. Steel Just Got Loud Again. Adjusted EBITDA jumped to $286 million from $95 million last quarter. Management guided Q3 near $575 million and called for the strongest second half since 2021. Average steel prices hit $1,124 a ton. Materials can still reprice when price, volume, and costs lean the same way. See the Steel Math › 6 YOUR MARKET Brent $100+ · 10Y ~4.70% Brent Cleared $100. The 10-Year Yield Jumped. Growth Stocks Paid the Tax. Crude smashed a psychological line, Treasury yields climbed, and the Nasdaq sank more than 2%. $100 oil is a valuation event before it is an earnings event, and next week's FOMC just got harder. Watch yields in the first 15 minutes after the Fed more than the decision itself. See What $100 Oil Changes › 7 YOUR PORTFOLIO FOMC · Wednesday 2pm ET The Fed picks your poison on Wednesday Sponsored On Wednesday at 2:00 PM Eastern, a handful of people in a room in Washington will decide what your money is worth. You don't get a vote but you have to live with result. And this time, they're cornered. PROTECT SAVINGS BEFORE WEDNESDAY → OFF THE BRIEF Intel guided Q3 revenue to $15.8–$16.8B with adjusted EPS around $0.38 after a 25% revenue growth quarter. That is the number chip bulls will argue about into the open. Lockheed's backlog hit a record $230B after $65B in new orders, including a multi-year THAAD interceptor agreement. RTX also jumped on its own defense beat. STMicroelectronics sank hard on a soft Q3 sales view even after a recovery-quarter beat, another reminder that guidance still sets the multiple. Brent pushed through $100 as the 10-year yield climbed toward ~4.70% and helped drag the Nasdaq more than 2% into next week's FOMC. FREE REPORT Report of the Week: Available NOW Time to Cash Out: 5 Stocks to Drop Before August 1st Market volatility is climbing. Dangerous setups are showing up in names that still look fine on the surface. This free report flags 5 stocks to drop before August 1st so you can cut risk and protect capital. Claim This Week's Free Report ›

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