The Global Tariff Regime Just Changed Overnight
Three simultaneous trade actions are rewriting the rules for nearly every importer in America.
General
Nvidia Is Now Backing $250B for OpenAI
The chip giant is financing the infrastructure it sells into.
Devon Energy Is Down 21% From Its High. August 4 Is the Reset.
A Coterra merger, $90+ oil, and a 59% EPS jump all converge on one date.
Philip Morris Reports Today. The ZYN Story Just Changed.
FDA cleared modified-risk claims. The smoke-free transformation is accelerating.
Palantir Is Down 37% From Its Peak. August 3 Is the Number.
85% revenue growth and a Rule of 40 score of 145% meet the market's hardest question.
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.
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.
The Pentagon Has a Hard Deadline. There Are Only Two Companies That Can Meet It.
A January 2027 ban on Chinese rare earth magnets just became the most overlooked supply shock in defense history.
Nvidia Is Down 15% From Its May High. The Valuation Just Hit a 3-Year Low.
With August earnings approaching and China export risk already priced in, NVDA may be the most misunderstood stock in the…