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…
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…