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.
Eli Lilly Is Growing Like a Software Company. The Valuation Debate Is Getting Loud.
Mounjaro sales up 125% in Q1. A new pill just launched. Q2 earnings could reset the story again.
Constellation Energy Is Down About 38% From Its High. Nuclear Just Became the AI Trade.
Q1 revenue beat estimates by about 24%. The selloff may be the opening.