The chipmaker is no longer a smartphone play. It just proved it.
Category: Top News
BlackBerry Is Up 20% Today. The Stock Market Has Not Caught Up to the Story.
QNX is not a comeback. It is an entirely different company.
Salesforce Is Down 60% From Its High. Wall Street Still Has a Buy Rating.
The SaaSpocalypse claimed its biggest victim. The math may not support the fear.
Meta Is Trading Near $577. The Q2 Earnings Number in Late July Changes Everything.
META's $125B–$145B AI capex plan rattled the market. The revenue math and the ad flywheel say the selloff created a…
FedEx Reports Tuesday. Pay Attention.
FDX has beaten estimates four straight quarters, just completed a major spin-off, and is walking into earnings with a bar…
Broadcom’s $100 Billion AI Roadmap Is Now the Trade — Here’s What the Numbers Actually Say
AVGO just posted record revenue and a $30B+ backlog. The real question is what the market has already priced in.
Meta Beat Earnings by 57%. The Stock Is Still Below Its 52-Week High. Here’s the Real Trade.
A $10.44 EPS print, 33% revenue growth, and a $1.49 trillion market cap — and the market keeps selling rallies.…
Healthcare Is Trading at Its Cheapest Relative Valuation in Decades. Nobody Seems to Care.
The sector that lagged tech for two years is quietly building one of the best fundamental setups in the market.
SpaceX Is About to Go Public — Here’s What Traders Need to Know Before June 12
The largest IPO in history hits Nasdaq next week. The numbers are extraordinary. The risks are real.
Homebuilders Just Repriced. Here’s What Changed.
Rate expectations are shifting, and the housing supply gap is forcing a revaluation of the sector's most underloved names.