Growth drugs now make up more than half of BMY's revenue. The market hasn't fully priced that.
Category: Economy
Verizon Reports Q2 Today. The Frontier Bet Is Just Getting Started.
A $20B fiber acquisition, 30M new passings, and the first full Frontier quarter drops this morning.
Robinhood Is Down 38% From Its High. July 29 Forces the Question.
Total platform assets hit $307 billion. The prediction markets bet could be worth $1.7 billion.
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.
MercadoLibre Is Down About 37% From Its High. Its Fastest Growth in Years Just Got Ignored.
Revenue grew 49% last quarter. The market punished it anyway.
Arm Is Up 11% Today. The Real Debate Starts July 29.
A $100 billion market thesis meets the most stretched valuation in semiconductors.
Gilead Is Up 3.5% Today. Regeneron Is Down 40% From Its High.
Same biopharma category. One is quietly building something the market is missing.
The Dow Just Hit a Record. The Nasdaq Fell. That Split Is the Trade.
The rotation into value, financials, and industrials is accelerating faster than most investors realize.
Broadcom Is Down 25% From Its High. The AI Numbers Say Something Different.
Custom chip revenue just grew 143% year over year. The selloff may be the opportunity.
China’s Property Market Is Not Recovering. The Global Fallout Is Just Getting Started.
A five-year reset in the world's second-largest economy has second-order trades nobody is modeling.