GS is trading above $1,000 for the first time. The dealmaking engine behind it is just getting started.
Category: Money
MercadoLibre Is Down 38% From Its Peak. Revenue Just Grew 49%. The Market Is Missing Something.
MELI is printing the fastest revenue growth in four years. The stock is priced like the story is over.
GOOGL Just Repriced. Here’s What Changed.
Alphabet's $80B equity raise is rattling shareholders — but the underlying business has never been stronger.
Palantir’s War Economy Moment
Where AI software meets the most urgent spending cycle in a generation
GameStop Just Printed Its Best Quarter Ever. The Bigger Story Is What Comes Next.
Record net income, a $2B buyback, and a $55.5B eBay bid — GME is not the stock you remember.
Energy Storage Is the Grid Trade Nobody Is Talking About – But the Revenue Numbers Are Starting to Demand Attention
As AI data center buildout strains power grids and renewable capacity factors remain volatile, battery storage companies are printing the…
Streaming’s Second Act: Why the Ad-Supported Tier Is Now the Only Metric That Matters
Netflix, Disney, and Roku are all chasing the same dollar – and one of them is winning by a wider…
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.…
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…
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