Ads are the real trade. The World Cup is the complication.
Category: Money
Defense Stocks Are Getting a $1.5 Trillion Tailwind
RTX, LMT, and NOC have the backlogs. The question is whether the multiples already price it in.
NVDA Is Down 17% From Its High. The August 26 Earnings Date Is the Only Number That Matters.
Record revenue, a $91B guide, and a stock that won't hold gains. Here is where the trade actually lives.
AeroVironment Is Up 20% Today. The Real Trade Has Just Started.
A record backlog, a 20% earnings beat, and a valuation still 30% below its historical average.
Private Credit Is Now $2 Trillion. The Cracks Are Starting to Show.
The fastest-growing corner of global finance is hitting its first real stress test.
Big Oil Just Became the Backbone of AI
The Chevron-Microsoft deal rewrites who benefits from the data center buildout.
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 —…
The Dollar Is Quietly Breaking a 20-Year Pattern. Most Portfolios Are Still Priced for 2022.
International stocks are outperforming. The currency tailwind behind it is structural, not seasonal.
Oracle Beat the Quarter. The Market Punished the Bill.
ORCL fell 10% on record results. The $638 billion backlog says the selloff may be the story investors actually want.
Quantum Computing Stocks Are Back. The $931 Million Warning Tells You Everything.
IonQ, Rigetti, and D-Wave are surging again – but insider behavior is flashing a signal the headlines aren't covering.