A Meta nuclear PPA and record EBITDA are not yet in the price.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record adjusted EBITDA are not yet in the price.
Vertex Just Paid $10B for Its Next Growth Pillar
The deal closes in Q3. The market still hasn't figured out what it bought.
Okta Is Up 67% This Year. The AI Agent Story Is Just Getting Started.
Every AI agent needs an identity. Okta wants to be the gatekeeper.
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.
Micron Is Down 21% From Its Peak. The Numbers Are Historic.
Revenue more than quadrupled in one quarter. The stock pulled back anyway. That gap is worth understanding.
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.
Energy Is the Only Sector Going Up Today
Oil just surged on the Hormuz blockade. Here is where the real trade lives now.
Alibaba Is Down 43% From Its Peak. The Cloud Story Just Changed.
BABA jumped 12% in a single session. The August earnings report is now the only thing that matters.
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…