A rare disease dealmaker just bought its way into a new disease category with $5B in peak revenue potential.
ServiceNow Is Down Roughly 37% From Its High. July 22 Is the Reset.
A 22% subscription-revenue grower reports Q2 earnings this week.
Ciena Is Down About 34% From Its High. The AI Networking Cycle Is Just Getting Started.
Revenue up 40% and a $7.7B backlog. The real debate is the valuation.
Goldman Sachs Just Had Its Best Quarter Ever
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.