Vertex Is Down 17% From Its High. The $10B Bet Starts Now.
A rare disease dealmaker just bought its way into a new disease category with $5B in peak revenue potential.
Salesforce Is Down About 53% From Its High. The AI Agent Business Just Hit $1.2 Billion.
The market is pricing in failure. The data is telling a different story.
TRV Just Hit an All-Time High While the Market Melted Down
An 86% EPS beat today just made insurance the most interesting trade in the market.
Palo Alto Is Up ~95% This Year. The AI Security Bet Just Got Bigger.
IBM's warning about enterprise cyber distraction just handed PANW its clearest catalyst yet.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record Q1 adjusted EBITDA are not yet in the price.
Vertex Just Spent $10 Billion. August 3 Is When It Has to Justify It.
A $10B Crinetics deal, a fifth commercial pillar, and Q2 earnings that will define the acquisition thesis.
TSMC Just Reported the Best Quarter in Its History. The Stock Fell Anyway.
Record profit, a $265B US bet, and a market asking the wrong question.
Wolfspeed Is Up 2,300%. The Real Story Starts August 19.
A Chapter 11 exit, a GE Aerospace deal, and an AI data center bet that Wall Street is still debating.
ManpowerGroup Is Up 33% Today. The Labor Market Just Sent a Signal.
A broad Q2 earnings beat is telling a story most investors missed.
Vertiv Is Down 20% From Its High. July 29 Could Change That.
AI's heat problem is a $15 billion backlog. Q2 earnings are two weeks away.