A German naval program cancellation spooked the sector. The decade-long procurement cycle is still intact.
Viking Therapeutics Is Sitting on a Q3 Catalyst Nobody Is Fully Pricing
Two fully enrolled Phase 3 trials and a data readout coming this summer.
BlackBerry Is Up 20% Today. The Stock Market Has Not Caught Up to the Story.
QNX is not a comeback. It is an entirely different company.
Big Oil Just Became the Backbone of AI
The Chevron-Microsoft deal rewrites who benefits from the data center buildout.
Salesforce Is Down 60% From Its High. Wall Street Still Has a Buy Rating.
The SaaSpocalypse claimed its biggest victim. The math may not support the fear.
GE Vernova Has a $163 Billion Backlog. The Stock Is Still Below Its High.
The real AI power trade is hiding in plain sight.
GE Vernova Is Up 127% in a Year. The Story Is Just Getting Started.
A $163 billion backlog, a new Microsoft power deal, and Q1 orders that already blew past all of 2025 —…
CRM Is Down 30% and Still Buying Companies. The September 2 Earnings Date Is the Only Thing That Matters Now.
Salesforce has a $3.6B AI acquisition, a $25B buyback, a 205% Agentforce ARR surge, and a stock price sitting near…
SMR Is Up 19% in a Week. The Paragon Deal Is Not the Reason to Watch It.
NuScale just hit a new near-term high after the HIPS safety contract. The TVA program, the $1B liquidity runway, and…
The Drone Stock Built for the Way Wars Are Actually Being Fought
Kratos Defense is no longer a defense niche play. It may be the most direct bet on how modern warfare…