Q1 revenue grew 56% and Mounjaro just became the world’s best-selling drug.
The AI Thermal Crisis Nobody Is Pricing Correctly
Every hyperscale AI factory has a heat problem. One mid-cap company just signed a $4 billion contract to solve it.
Meta Is Down About 16% From Its 52-Week High. July 22 Is the Number That Matters.
A $125B–$145B capex bet, 33% revenue growth, and a stock trading well below its peak heading into Q2 earnings.
IWM’s Best First Half Since 1991. Now Someone Bet $20M It Gets Messy.
The small-cap rotation trade is real. But the options market just flagged something worth watching.
Arm Is Up 11% Today. The Real Debate Starts July 29.
A $100 billion market thesis meets the most stretched valuation in semiconductors.
Opendoor Is Up 11% While the Bears Are Still Publishing
A short seller fired. The market shrugged. July 30 is where this gets resolved.
Lockheed Martin Just Got a $35 Billion Head Start on a War Nobody Priced Correctly
The ceasefire collapsed this morning. The THAAD backlog didn't.
Alibaba Is Up 11%. The Real Story Starts in August.
A pre-earnings briefing just rewrote the investment case for China's most beaten-down mega-cap.
Gilead Trades at 13x. AbbVie Just Raised Guidance Again. One Is Priced Wrong.
Two biopharma giants sitting at opposite ends of the market's attention span.
Exxon vs. Chevron. One Reports July 24. One Reports July 31.
Both energy giants beat in Q1. The Q2 call is where the real story gets told.