Bank Earnings Start July 14. Here Is What Actually Matters.
JPMorgan, Goldman, Citi, and Wells Fargo all report next week. The number everyone is watching is not EPS.
Top News
SanDisk Is Down 15% This Week. BofA Just Raised Its Target to $2,500.
The AI memory shortage that drove a 700% gain is still intact. The pullback is the story.
Meta Is Trading at $621 and the July 29 Number Is the Only Thing That Matters
A 33% revenue beat, a $125B–$145B capex bill, and a stock still 22% off its all-time high.
Broadcom Is Down 25% From Its High. The Business Has Never Been Better.
Record AI revenue, a custom OpenAI chip, and a $1.8 trillion company trading at a discount.
Europe Just Declared Tech Independence. The $420 Billion Bill Goes to U.S. Companies.
The EU's Tech Sovereignty Package is the biggest regulatory risk nobody is modeling.
Rocket Lab Joined the Nasdaq-100. Then SpaceX Went Public.
RKLB has the backlog, the defense contracts, and the index inclusion. The question is what happens now that SpaceX is…
NVDA Has a $5 Trillion Market Cap and a Stockholder Meeting Tomorrow
The Blackwell ramp, Vera CPU debut, and a multiyear SK hynix partnership are the real agenda items. The options market…
Steel Dynamics Just Had Its Best Quarter Ever. The Stock Is Down 12% This Week.
STLD is up over 100% in the past year, posting record shipments and accelerating earnings — and now an aluminum…
The AI Picks and Shovels Still Have Room to Run
NVDA just posted $81.6B in one quarter. The infrastructure behind it is still being built.
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.