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Micron Reports Wednesday With $50 Billion on the Line
Washington Gave Beijing Two Months. That’s a Warning.
Massive Gains Without AI
ELON AND TRUMP V. CALIFORNIA (Act by Sept 25th)
GE Vernova Is Down 20% From Its High. Backlog Is $176B.
Why Palantir keeps showing up in retail searches
Newsletters

Why Palantir keeps showing up in retail searches

May 25, 2026 Palantir keeps popping up Not just hype – the pipeline is getting real Palantir (PLTR) is one…

May 25, 2026
UNH is up 37% in a month. Goldman is now a buyer. So what’s the catch?
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UNH is up 37% in a month. Goldman is now a buyer. So what’s the catch?

May 24, 2026 UNH Is Up 37% in a Month. Now What? Goldman is in. Berkshire is out. The DOJ…

May 24, 2026May 24, 2026
Fluence: The $5.6B Backlog Question
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Fluence: The $5.6B Backlog Question

May 23, 2026 Fluence: The $5.6B Backlog Question May 6 Q2 FY26: $464.9M revenue, 11.1% adjusted gross margin, and two…

May 23, 2026May 23, 2026
Intuit Just Had Its Worst Day in Years
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Intuit Just Had Its Worst Day in Years

May 22, 2026 Intuit Just Had Its Worst Day in Years What the 40% drawdown is actually telling you —…

May 22, 2026May 22, 2026
Nobody Expected This Valuation Case
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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…

May 21, 2026May 21, 2026
META Is Cutting 8,000 Jobs Today. Here Are the Levels Traders Are Watching.
Newsletters

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…

May 20, 2026May 20, 2026
ServiceNow was up 5.9% this morning
Newsletters

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…

May 19, 2026
The $67B Utility Merger Built for AI Power
Newsletters

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…

May 18, 2026May 18, 2026

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Recent Posts

  • Micron Reports Wednesday With $50 Billion on the Line
  • Washington Gave Beijing Two Months. That’s a Warning.
  • Massive Gains Without AI
  • ELON AND TRUMP V. CALIFORNIA (Act by Sept 25th)
  • GE Vernova Is Down 20% From Its High. Backlog Is $176B.
  • Meta’s Muse Already Broke the Market. The Harder Question Is Whether It Breaks These Businesses.
  • Iberdrola Is Selling Half of a £4bn Wind Farm. Is That Good for the Dividend?

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