Revenue up 40% and a $7.7B backlog. The real debate is the valuation.
Netflix Is Down 30% From Its High. The Ad Business Hasn’t Failed.
A guidance miss sent the stock to a two-year low. The real story is what comes next.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the guidance.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and strong EBITDA are not yet in the price.
Shopify Is Down ~30% and Growing 34%
August 5 is when the market gets a second chance to read this correctly.
CoreWeave Is Down 60% From Its High. August 18 Could Change Everything.
A $99 billion backlog and 112% revenue growth can't hide a $25 billion debt load.
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.
The Ocean Floor Has America’s Battery Problem Solved
A federal permit process now moving faster than any point in 40 years could unlock the most unconventional critical minerals…
Energy Is the Only Sector Going Up Today
Oil just surged on the Hormuz blockade. Here is where the real trade lives now.
The Hidden Tax on Every AI Query Nobody Is Counting
AI's water bill is becoming its most underpriced infrastructure problem.