Where capital meets conviction
Real-time analysis of public equities, sector rotations, and the macro tape — built for investors who need depth, not headlines.
1,782 stories · Page 12 of 75
Amazon opens its entire logistics network — freight, fulfillment, parcel — to every business. AMZN hits 52-week high. FedEx, UPS, GXO, Forward Air collapse on the news. Why AGI accelerates "Winners Take Most."
Corning and NVIDIA announced a major optical connectivity partnership for AI data centers. Here is why GLW jumped almost 15% on May 6, 2026.
The Pentagon now lists eight companies for classified AI networks. Here is the May 6 read on AWS, Google, Microsoft, NVIDIA, OpenAI, Oracle, Reflection and SpaceX.
Palantir crushed Q1 earnings, but PLTR stock fell as valuation, U.S. commercial expectations, and AI software multiples reset after the report today.
TECHi research report: the top 20 public AI economy companies moved from $28.09T at 2025 year-end to $30.24T, adding $2.15T in market value.
Claude finance agents and OpenAI enterprise tools are moving into Wall Street analyst workflows. Here is what changes for junior finance roles.
Micron stock surged 11% on May 5 and nearly 70% in a month. A sourced MU stock analysis on AI memory demand, valuation risk and what investors should do next.
AMD Q1 2026 earnings analysis: revenue $10.3B, EPS $1.37, Data Center +57%, record free cash flow and Q2 guide of $11.2B.
Broadcom stock analysis after Google, Anthropic and Meta AI chip deals. Q1 revenue $19.3B, AI revenue $8.4B, Q2 guide $22B, and the June 3 earnings test.
Palantir Q1 2026: Revenue $1.63B (beat $1.54B est), Adj EPS $0.33 (beat $0.24), US Commercial +130% YoY, FY26 guide $7.64B. We explain the numbers — and why PLTR is only up 2%.
Anthropic's reported $200B Google commitment, Alphabet's $460B cloud backlog, and the market-cap gap with Nvidia explain the No. 1 call.
Tesla reports Q1 2026 earnings tonight. Wall Street does not want another Model Y trim — it wants the sub-$30,000 vehicle Musk promised at Battery Day 2020. Here's why tonight's call is really about one car.
Palantir wins a $300M BPA from USDA to build 'One Farmer, One File.' Here's the deal, the politics, and what it means for PLTR at $145.97.
EchoStar (SATS) has rallied 543% in 12 months on its $17B SpaceX spectrum deal. Here's whether the backdoor IPO bet still works at $135.
Apple names John Ternus next CEO, Sept 1, 2026. Tim Cook becomes Executive Chairman. What it means for AAPL and the hardware roadmap.
Marvell Technology (MRVL) closed Monday at $147.84, up 5.8% on Google AI chip talks. 84% YTD rally, Nvidia $2B deal, seven analyst upgrades.
Strategy (MSTR) bought 34,164 BTC for $2.54B at $74,395 avg. Total 815,061 BTC — now larger than BlackRock IBIT. Mechanics, STRC, BTC Yield.
Tesla reports Wednesday 5:30 PM ET. $400 close, 358K deliveries, 50K inventory overhang, robotaxi in three cities. What actually moves the stock.
Iran reclosed Hormuz and the US seized Iran-flagged Touska. Oil near $88. Here is what it actually does to Apple, NVIDIA, Microsoft, and the AI tape.
GE Vernova and Vertiv both report Q1 earnings Wednesday — the cleanest same-day read on the AI capex cycle. Pair-trade logic, risks, and what to watch.
Apple closed Friday at $270.23, just shy of $4 trillion. The math, the bull case, the bear case, and what this week's tape could do to the setup.
MSTR ran 29.5% while BTC moved 5.7%. Inside Strategy's 780,897 BTC treasury, the mNAV premium, and why the leverage math works both ways.
NextEra's 30 GW backlog, Tesla's $12.8B storage arm, First Solar's 14 GW US fabs, Enphase's recovery: the 4 renewable stocks to own.
NVDA at $201, TSLA at $400. NVIDIA's 73% data center quarter vs Tesla's Q1 delivery miss, plus a 1-year backtest that beat XLK by 22 points.