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,…
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.