A $40B revenue target, a 2nm ramp, and guidance that will move every chip stock on the board.
Category: Money
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…
AppLovin Just Dropped 12% With No Bad News
The stock fell harder than any S&P 500 name on Monday. Here is what actually happened.
NFLX Reports July 16. The Stock Is Down 46% From Its High.
Ads are the real trade. The World Cup is the complication.
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 —…