The spending is real. The question now is whether the companies can actually deliver.
Micron Is Down About 20% in Two Days. The Numbers Still Don’t Add Up.
Record earnings, $50B guidance, and the stock is falling anyway.
Visa, Stripe, and 140 Others Just Declared War on Circle
The stablecoin market crossed $300 billion. The fight for who controls it just started.
Birkenstock Got Initiated. The Market Is Still Mispricing a 250-Year-Old Brand.
Raymond James just started coverage with a 20% upside target. The real case is bigger.
Chips Are Up 80% in Six Months. Q3 Earnings Will Be the Real Test.
The AI semiconductor thesis is intact. The valuation math heading into July is not forgiving.
Vertiv Is Up 84% in 2026. July 29 Is Now the Only Number That Matters.
A $15 billion backlog, 30% revenue growth, and Q2 earnings coming in four weeks.
Broadcom Is Down 25% From Its High. The Business Has Never Been Better.
Record AI revenue, a custom OpenAI chip, and a $1.8 trillion company trading at a discount.
CalPERS Just Rewired Itself. Tomorrow Is Day One.
The largest U.S. public pension fund goes live with a new investment model on July 1.
Rocket Lab Just Changed the Space Economy Overnight
An $8 billion Iridium deal turns RKLB into a vertically integrated satellite powerhouse.
The Consumer Debt Number Wall Street Is Explaining Away
Auto loan delinquency just hit a record. Credit card stress is at a 15-year high. The divergence with stocks is…