AppLovin Just Dropped 12% With No Bad News
The stock fell harder than any S&P 500 name on Monday. Here is what actually happened.
Finance
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…
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.
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.
Broadcom Beat by $16 Billion and the Market Sold It
A $73 billion backlog and 143% AI revenue growth — yet AVGO is down 15% from its all-time high.
Nike Reports Tuesday. The Stock Is Down ~35% and the Bar Has Rarely Been Lower.
Q4 earnings drop June 30. Here is what traders actually need to watch.
BlackBerry Is Up 20% Today. The Stock Market Has Not Caught Up to the Story.
QNX is not a comeback. It is an entirely different company.
The Fuel Behind the AI Boom Nobody Is Talking About
Uranium demand is structurally broken. The miners haven't fully priced it yet.