Google Found Its Nuclear Power. NuScale Still Can’t Find a Customer.
A 22-year Finnish reactor deal and a brutal UBS downgrade define the two sides of the nuclear trade investors must…
Business
Anthropic’s IPO Delay Is the Institutional Demand Signal Nobody Wants to Name
SpaceX is about 34% below its June peak. That is the price discovery Anthropic's bankers are racing to get ahead…
EWZ Is Up About 20% This Year. Here Is What Drives the Return.
Brazil’s rally is real, but for U.S. investors the currency does as much work as the index.
Five Below Raised Guidance While Lululemon Sank. That Gap Is the Trade.
Five straight quarters of double-digit comps, 52 new stores, and a $600 million buyback make Five Below the clearest buy…
Ultragenyx Lost Nearly Half Its Value Overnight. Now a Review Begins.
The Angelman trial missed both endpoints, cost cuts loom, and an FDA decision is 16 days away.
JPMorgan Just Blinked. Goldman Is Holding the Other Side.
With hike odds near 60% and the 10-year around 4.75%, JPMorgan went cautious Monday. Goldman says that caution is misplaced.
CIEN’s 22% Reset Sets Up Thursday’s Earnings Trade
Ciena beats estimates and gets punished. Four days before it reports again, the stock sits 22% below its post-earnings high.
Who Confirmed Nvidia’s 9% Day and Who Didn’t
The breadth scorecard from Thursday's historic move shows where the chip trade is concentrated and where it isn't.
Eaton Is the AI Trade Nobody Calls AI
Record Q2 sales, a Trane partnership, and a 307 GW data center backlog that compounds quietly.
Micron’s CEO Just Called Time on the Boom-Bust Clock
A $10 billion research lab, a 50% supply shortfall, and a forward P/E of 6.76 are telling three different parts…