Blowout numbers. A 7% drop. Schwab TV's Trading 360 asked the question everyone was asking this week, and Making Sense with Ed Butowsky is where I explain what the market is really saying and why it matters more than the earnings report itself. $176 billion in backlog, $13 billion in cash, and no real competition anywhere in sight. One week does not change what GE Vernova is building, and this episode makes that case.
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