Marvell Technology (MRVL) may be the most important chip company most investors still haven't fully priced.
Vistra and Constellation Are Down 25–30% From Their Highs. The AI Power Shortage Just Got Worse.
The grid can't keep up. These two stocks might be the cheapest way to own that problem.
Salesforce (CRM) Just Beat by $0.75 – But the Stock Is Still Down 33% in 2026
Agentforce crossed $1B in ARR. The options market saw a ±7.49% expected move. Here's where the trade stands now.
Cybersecurity Stocks Are Quietly Printing New Highs – The Threat Cycle Has Never Been More Investable
Enterprise security spending is accelerating past analyst estimates, and the options market is starting to notice
Nvidia’s Biggest Quarter Ever — and the Market Shrugged. Now What?
NVDA just delivered $81.6B in revenue and record net income. The post-earnings drift tells a more complicated story.
Eli Lilly (LLY): The GLP-1 Trade Is Bigger Than the Market Thinks
Mounjaro up 125%. Zepbound up 79%. A new oral pill just launched. The growth story keeps widening.