China's Kimi K3 lit the fuse. Hyperscaler earnings next week decide if the damage is temporary or structural.
Month: July 2026
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.
VST Near Its Low. August 7 Could Change That.
July 17, 2026 VST Is Near Its 52-Week Low. August 7 Could Change That. A Meta nuclear deal and record…
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.
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.
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…
TSLA Reports July 22. The Delivery Beat Already Happened.
Now the market wants margin proof, Cybercab reality, and a robotaxi story that holds.
The Hidden Tax on Every AI Query Nobody Is Counting
AI's water bill is becoming its most underpriced infrastructure problem.