A $7.42B equities-trading record, 92% EPS growth, and a stock at new highs heading into Q3.
Intel Is Down About 21% in 7 Trading Days. July 23 Will Define the Next Chapter.
Three catalysts hit at once. Now the foundry story needs proof.
Nvidia Is Down 18% From Its May Record. August 26 Is the Number That Matters.
Record $81.6B revenue, a ~21.7x forward P/E, and an earnings date that resets the entire AI trade.
Blue Origin Just Opened the Door. The Real Trade Is Amazon.
Bezos raised $10 billion from outside investors for the first time. The stock that benefits most is already in your…
Defense Stocks Are Getting a $1.5 Trillion Tailwind
RTX, LMT, and NOC have the backlogs. The question is whether the multiples already price it in.
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…
The Bond Market Is Finally Competing With Stocks. Most Portfolios Haven’t Adjusted.
The equity risk premium is the thinnest it's been in over 20 years. That changes what you should own.
Micron Just Reported the Most Profitable Quarter in Memory History. The Stock Is Still Cheap.
Revenue quadrupled, margins hit 81%, and $100 billion in locked contracts just rewrote the memory cycle.
GE Vernova Is Up 63% in 2026. The July 22 Earnings Date Is Now the Whole Game.
A $163B backlog, 71% order growth, and Q2 results dropping in four weeks.
NVDA Has a $5 Trillion Market Cap and a Stockholder Meeting Tomorrow
The Blackwell ramp, Vera CPU debut, and a multiyear SK hynix partnership are the real agenda items. The options market…