Constellation Energy Is Down 40% From Its Peak. The AI Power Bet Just Got Much Bigger.
CEG completed a $26.6 billion Calpine acquisition and signed long-term nuclear deals with hyperscalers. The valuation is the most interesting…
WD-40 Just Had Its Best Quarter in Years. The Stock Is Up 14% After Hours.
A 48% EPS beat and a new $100 million buyback just rewrote the investment case.
SpaceX Is Down 32% From Its High. The First Earnings Report Could Change Everything.
The biggest IPO in history is under pressure. August 6 is the date that matters.
Small Caps Just Had Their Best First Half Since 1991. Now What?
The Russell 2000 is up about 22% this year and the second half sets up very differently.
SK Hynix Just Listed on Nasdaq. The Real Trade Starts Now.
A ~$28 billion debut, ~57%–62% HBM leadership, and a valuation gap that U.S. investors are about to reprice.
Constellation Energy Is Down 41% From Its High. July 30 Could Change Everything.
A $22B acquisition, a 55-gigawatt clean power fleet, and Q2 earnings arriving in 21 days.
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.
Apple Just Wrote a $30 Billion Check. The Stock That Cashes It Is Down 25%.
The largest U.S. manufacturing commitment in Apple history just confirmed Broadcom's revenue floor through 2031.
Goldman Sachs vs. Morgan Stanley Reports July 14 and 15. The Strategies Couldn’t Be More Different.
Both banks are printing money. Only one is built to keep doing it regardless of the market cycle.
Delta Reports July 10. The Real Trade Is Already in the Numbers.
Cheap valuation, a fuel windfall, and peak premium travel season all converge at once.