European defense stocks are cracking. The spending commitments are not.
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.
Nike Reports June 30. The Bar Is So Low It Might Actually Matter.
NKE is down 44% from its high, trading at an 11-year low, with a tariff refund nobody priced and a…
Qualcomm Just Rewrote Its Own Story. The Market Is Still Catching Up.
A $40B non-handset target, a Meta deal, and a data center chip that changes everything.
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…
Marvell Joins the S&P 500 Today. The Stock Is Already Up 265% This Year.
Jensen Huang called it the next trillion-dollar company. Wall Street's average price target still sits below where shares trade. That…
Steel Dynamics Just Had Its Best Quarter Ever. The Stock Is Down 12% This Week.
STLD is up over 100% in the past year, posting record shipments and accelerating earnings — and now an aluminum…
Russell 2000 Just Hit 3,000 for the First Time Ever
Small caps are up 21% in 2026, lapping large-cap peers. Thursday's PCE number could flip the entire trade. Here's what…
Intel Is Up 263% This Year. The Apple Deal Just Changed the Math Again.
INTC's foundry pivot just got its biggest validation yet. Here's what traders need to understand about the levels, the risks,…