A Meta nuclear PPA and record EBITDA are not yet in the price.
TSMC Beat on Everything. The Stock Still Fell 5%.
A $265B US commitment and record margins are meeting a crowded-trade reset.
Vertex Just Paid $10B for Its Next Growth Pillar
The deal closes in Q3. The market still hasn't figured out what it bought.
CoreWeave Is Down 60% From Its High. August 18 Could Change Everything.
A $99 billion backlog and 112% revenue growth can't hide a $25 billion debt load.
ASML Just Raised Guidance Again. The AI Build Is Not Slowing.
Q2 results beat on every major line. The installed base business is becoming a second growth engine.
Alibaba Is Down 43% From Its Peak. The Cloud Story Just Changed.
BABA jumped 12% in a single session. The August earnings report is now the only thing that matters.
The $12.5 Trillion Demographic Wave Wall Street Keeps Misprice
America's aging population isn't just a healthcare story. It's a home infrastructure story.
SpaceX Is Down ~36% From Its IPO Peak. August 6 Is When the Float Changes.
Starlink at ~10.3M subscribers, ~$4.7B in Q1 revenue, and a lockup window that could rewrite the supply-demand equation.
AppLovin Just Dropped 12% With No Bad News
The stock fell harder than any S&P 500 name on Monday. Here is what actually happened.
Energy Is the Only Sector Going Up Today
Oil just surged on the Hormuz blockade. Here is where the real trade lives now.