NKE is down 44% from its high, trading at an 11-year low, with a tariff refund nobody priced and a…
The AI Picks and Shovels Still Have Room to Run
NVDA just posted $81.6B in one quarter. The infrastructure behind it is still being built.
The 6% Tax-Free Yield Nobody Is Talking About
Municipal bonds are paying near-record after-tax income. Most equity investors have not noticed. That may be the point.
Meta Is Trading Near $577. The Q2 Earnings Number in Late July Changes Everything.
META's $125B–$145B AI capex plan rattled the market. The revenue math and the ad flywheel say the selloff created a…
The Power Nobody Planned For: Nuclear Stocks and the AI Energy Reckoning
CEG, CCJ, NXE, SMR, and OKLO are at the center of a structural demand story that Wall Street is still…
The Warehouse Robot That Just Turned Profitable
Symbotic is no longer a story stock. The numbers are starting to say something different.
SpaceX Just Went Public — Here’s What Traders Need to Know Right Now
SPCX debuted on the Nasdaq June 12 at $135, surged 19% to $161. The largest IPO in history is now…
LULU, the Jobs Report, and Why the Options Market Is Watching June Like a Hawk
A guidance slash in consumer discretionary meets the hottest labor market print in two years — and the VIX noticed
Meta’s Next Billion-Dollar Bet Is Still Just a Hint
Q1 results were strong. The cloud business Zuckerberg dangled? Not happening yet — but the setup is interesting.
Gold at $4,700 With the Fed on Hold: What the GLD Options Market Is Telling You
Spot gold is near historic highs even as the Fed stays hawkish – and the options skew is revealing which…