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…
The Threat You Can’t Cut the Budget On
AI is arming the attackers. Cybersecurity stocks are finally catching up.
Carvana Is Invading the $655 Billion New-Car Market. The Trade Is Not Obvious.
CVNA just made its seventh dealer acquisition — and the stock is down sharply from its 2026 high. Here's what…
Marvell Just Got Called the Next Trillion-Dollar Company. Here’s What the Numbers Actually Say.
MRVL posted record revenue and a wave of analyst upgrades. The question is whether the tape has already priced the…
Anthropic Just Filed for an IPO at $965 Billion. Here’s How to Play It Without Paying the Hype Tax.
The biggest AI listing in history is coming. The smart trade might not be Anthropic itself.
The Defense Spending Supercycle Isn’t Slowing Down. Here’s How to Play It Without Overpaying.
NATO just hit record budget levels. Global military spend crossed $2.63 trillion. And the primes are still trading at reasonable…
MRVL: The S&P 500 Inclusion Trade, the Jensen Huang Endorsement, and What the Options Market Is Actually Pricing
Marvell Technology just had the wildest week in the chip sector. The question now isn't whether the story is real…
Salesforce Beat the Quarter, Then the Stock Sold Off. Here’s What the Options Market Already Knew.
CRM delivered record Q1 FY2027 results powered by Agentforce — but the price action tells a more complicated story that…