The Chip Nobody Talked About — Until Jensen Huang Said Four Words
Marvell Technology is no longer flying under the radar, and the case for owning it goes well beyond one speech.
Finance
ORCL Reports Tonight. The Options Market Is Already Pricing a 13% Move.
Oracle's Q4 earnings hit after close — and the derivatives market is positioning for a major swing in either direction.
The Defense Spending Supercycle Isn’t Slowing Down. Here’s How to Play It Without Overpaying.
NATO just hit record budget levels. Global military spend crossed $2.63 trillion. And the primes are still trading at reasonable…
Uranium and Copper Are the Two Commodities Every Serious Energy Transition Trader Is Watching in 2026
Physical supply deficits are colliding with policy-driven demand – and the equities haven't fully priced either
ABNB Just Printed 18% Revenue Growth and Nobody Is Talking About It
Airbnb is not the hype-fueled pandemic trade anymore. It is something more interesting.
The Quantum Computing Race Has a New Frontrunner
Why IonQ Is Emerging as the Stock to Watch in the Next Phase of Computational Power
New Fed Chair, Rising Rate Hike Odds, and a Market That’s Still Near All-Time Highs — Something Has to Give
Kevin Warsh just replaced Jerome Powell. Inflation is at 3.8%. The FedWatch Tool is pricing in rate hikes, not cuts.…
LLY and the GLP-1 Franchise: What the Options Market Knows That the Headlines Don’t
Eli Lilly's Q1 blowout reset the ceiling — and the options flow is telling a very specific story
Broadcom (AVGO): The Quiet Engine Behind the AI Infrastructure Supercycle
Custom silicon, record revenue, and a $100B runway — this is not your average chip story.