INTC is soaring on a Trump-posted Apple foundry claim. Here’s what the numbers actually say.
The Metal AI Can’t Run Without
Copper just hit record highs near $13,800 a tonne. The stocks mining it haven't fully caught up.
Utilities Just Got Interesting
The NEE-Dominion merger isn't a one-off. It's the starting gun.
NextEra Just Became a Different Kind of Company
A roughly $67 billion merger with Dominion Energy and a 130+ GW large-load pipeline tie NEE directly to the fastest-growing…
Micron Reports June 24. The Options Market Is Pricing a 20% Move.
HBM supercycle, record guidance, a Fed just turning hawkish, and options traders pricing the biggest expected move of the summer.…
The AI IPO Race Just Got Real. Here’s What’s Actually at Stake.
OpenAI and Anthropic have both filed for IPOs. Wall Street is about to find out what frontier AI is really…
AMD Just Got Reframed — Here’s What the Citi Upgrade Actually Means for Traders
A closely watched analyst flips to Buy and the GPU math behind it is harder to ignore than the headline…
The Oil Stock That’s Quietly Printing Cash While the Market Looks Elsewhere
Diamondback Energy is generating free cash flow that most tech companies would envy — and almost nobody is talking about…
NVDA’s $81.6B Quarter and the Options Setup That Followed
Record earnings, a 25x dividend hike, and elevated IV – here's what the tape is saying right now
Semtech Is Up 117% This Year and Still Has a $204 Analyst Target — The 1.6T Optical Trade Explained
SMTC isn't a household name. But the AI data center networking buildout is making it one of the market's most…