Nobody Expected This Valuation Case
May 21, 2026 Nobody Expected This Valuation Case $81.6B in revenue. A guide nobody saw coming. And a forward multiple…
META Is Cutting 8,000 Jobs Today. Here Are the Levels Traders Are Watching.
May 20, 2026 Meta cut 8,000 jobs this morning The stock is 24% off its high. IV is compressed. July…
ServiceNow was up 5.9% this morning
May 19, 2026 ServiceNow was up 5.9% this morning BofA Buy, $3.77B in Q1 revenue, and a stock that was…
The $67B Utility Merger Built for AI Power
May 18, 2026 The $67B Utility Merger Built for AI Power NextEra buys Dominion. What it means for the grid…
Trump flew to Beijing. Markets flew south.
May 15, 2026 Summit Disappointment Big meeting, small outcomes — and markets noticed immediately. There was plenty of ceremony in…
No TSMC, No AI Boom
May 14, 2026 No TSMC, No AI Boom One company manufactures the chips powering every major AI system on earth.…
Huang on Air Force One
May 13, 2026 Huang on Air Force One What the Beijing meetings could change for chips, tariffs, and leverage. Today…
Huang on Air Force One
May 13, 2026 Huang on Air Force One What the Beijing meetings could change for chips, tariffs, and leverage. Today…
Hims & Hers just had a rough quarter — here’s what actually happened
May 12, 2026 Top Loser: HIMS A surprise quarterly loss and a pivot that’s costing real money Let’s start with…
Circle Reported This Morning. A Lot Happened.
May 11, 2026 Circle Reported This Morning. A Lot Happened. CRCL, COIN, HOOD, PYPL and what the CLARITY Act actually…