Marriott International, Inc.
$336.51
The Read: 1% on strong Q4 2025 earnings and 2026 guidance, then held near bull targets amid macro stability and luxury portfolio growth, but fell 2%.
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Scouting Reports
The Margin Squeeze Hiding Inside the AI Factory Boom
Sep 3, 2026
U.S. factory orders surprised to the upside in July, fueled by a potent mix of tax-incentivized capital expenditures and hyperscaler panic buying. Wall Street sees a domestic manufacturing renaissance
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How Maritime Chokepoints Mint U.S. Refinery Margins
Aug 13, 2026
The global oil map is undergoing a forceful, physical redraw. With persistent militant activity in the Red Sea and a diplomatic stalemate choking off the Strait of Hormuz, Middle Eastern crude is scra
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The Jones Act Bypass: Pricing the Maritime Capacity Crunch
Aug 11, 2026
South Korea’s Hanwha just dropped a $1.05–$1.2 billion nonbinding offer for naval shipbuilder Austal USA. Right next to it, the White House extended another 90-day Jones Act waiver to allow foreign-fl
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