Broadcom Just Locked In Apple Until 2031. The Real Deal Is Not the iPhone.
An ASIC partnership extension just turned into an AI server story nobody is fully pricing.
Money
Trump Accounts Launch in 7 Days. The Passive Flow Trade Is Already Here.
Congress just built a permanent bid for S&P 500 index funds.
Qualcomm Is Holding Investor Day Today. The Stock Price Says Everything.
QCOM fell 8% this week, then rallied. What happens today decides which version of this company investors are actually buying.
Russell 2000 Just Hit 3,000 for the First Time Ever
Small caps are up 21% in 2026, lapping large-cap peers. Thursday's PCE number could flip the entire trade. Here's what…
Anthropic Just Filed for an IPO Worth Nearly $1 Trillion. Here Is What Investors Are Missing.
Revenue grew 4.7x in 12 months. The losses are enormous. The valuation math is complicated. And most investors can't buy…
The Russell Reconstitution Hits June 27. Most Traders Are Late.
The largest passive-flow event of the year is one week away, and the price action is already underway.
Micron Reports June 24. The Numbers Behind This Earnings Event Are Unlike Anything in the Company’s History.
Q2 revenue up 196% year-over-year. HBM sold out through 2026. Wall Street is racing to raise targets. The story is…
AI Needs a Lot of Electricity. The Grid Can’t Keep Up. Here’s Where the Money Is Going.
The power bottleneck is the most underpriced constraint in the AI buildout — and utilities are finally getting noticed.
The AI IPO Wave Is Here. You Can’t Buy Anthropic Yet — But You Can Play It Right Now.
Two trillion-dollar AI listings filed in a single week. Here's how bargain hunters position before the crowd catches up.
The AI Infrastructure Stock Jensen Huang Just Put on Every Radar
Marvell Technology (MRVL) may be the most important chip company most investors still haven't fully priced.