A Microsoft deal puts 3M's fiber optic technology at the center of AI infrastructure.
Vertex Is Down 17% From Its High. The $10B Bet Starts Now.
A rare disease dealmaker just bought its way into a new disease category with $5B in peak revenue potential.
Sandisk Is Down 42% From Its High. August 5 Is the Reset.
A NAND supercycle, a Goldman target hike, and a Q4 earnings catalyst converge on August 5.
Palo Alto Is Up ~95% This Year. The AI Security Bet Just Got Bigger.
IBM's warning about enterprise cyber distraction just handed PANW its clearest catalyst yet.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the price.
The SOX Just Hit Bear Market. The Real Test Hasn’t Started Yet.
China's Kimi K3 lit the fuse. Hyperscaler earnings next week decide if the damage is temporary or structural.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the price.
GM Reports Tuesday. It Trades at 6x Earnings. The Real Question Is What Happens After.
Tariff relief, an EV reset, and a No. 1 U.S. sales ranking all converge at Q2 earnings on July 21.
Abbott Is Up 11% Today. The Real Story Is What Comes Next.
A Q2 beat and guidance raise just changed the investment case for one of MedTech's most overlooked compounders.
TSMC Reports Tomorrow. The Entire AI Trade Hangs on It.
A $40B revenue target, a 2nm ramp, and guidance that will move every chip stock on the board.