Mounjaro up 125%. Zepbound up 79%. A new oral pill just launched. The growth story keeps widening.
The Nuclear Trade Isn’t Hype Anymore. It’s Contracts, Uranium, and 20-Year Deals.
AI data centers are signing decade-long power agreements with nuclear operators. Uranium near $86/lb. SMRs moving from concept to construction.…
Palantir Is Not an AI Hype Story Anymore
The numbers from Q1 2026 are too big to talk around — and the market still hasn't fully caught up
Nvidia Just Printed $81.6 Billion and the Stock Went Down. Here’s What the Tape Is Really Telling You.
NVDA beat hard, guided higher, and still slipped. The market's reaction might be the most important signal of the quarter.
MercadoLibre Is Growing at 49% and the Market Is Barely Paying Attention
Latin America's e-commerce and fintech giant just posted its fastest revenue growth in four years. So why is it still…
Salesforce and Marvell Are Reporting Wednesday — Here’s What the Numbers Actually Mean
Two of the most consequential earnings reports of Q2 land this week. The AI software and custom silicon stories converge.
New Fed Chair, Rising Rate Hike Odds, and a Market That’s Still Near All-Time Highs — Something Has to Give
Kevin Warsh just replaced Jerome Powell. Inflation is at 3.8%. The FedWatch Tool is pricing in rate hikes, not cuts.…
LLY and the GLP-1 Franchise: What the Options Market Knows That the Headlines Don’t
Eli Lilly's Q1 blowout reset the ceiling — and the options flow is telling a very specific story
TLT and the Rate Hike Trade: What the Bond Market’s Options Flood Is Telling You
The biggest put buying eruption in TLT in recent memory just happened. This is not a drill.
Gold at $4,700 With the Fed on Hold: What the GLD Options Market Is Telling You
Spot gold is near historic highs even as the Fed stays hawkish – and the options skew is revealing which…