A Meta nuclear PPA and record adjusted EBITDA are not yet in the price.
Vertex Just Paid $10B for Its Next Growth Pillar
The deal closes in Q3. The market still hasn't figured out what it bought.
Okta Is Up 67% This Year. The AI Agent Story Is Just Getting Started.
Every AI agent needs an identity. Okta wants to be the gatekeeper.
Alibaba Is Down 43% From Its Peak. The Cloud Story Just Changed.
BABA jumped 12% in a single session. The August earnings report is now the only thing that matters.
The Sky Is Filling Up. The Ground Can’t Keep Up.
Over 15,500 satellites now circle Earth, and the data they generate has nowhere fast to go.
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…
SK Hynix Lists on Nasdaq Tomorrow. It Could Be the Biggest ADR Debut Ever.
The company powering Nvidia's AI chips is about to land on U.S. exchanges under ticker SKHY.
Tesla Delivered 480,126 Cars. The Stock Dropped 7% Anyway.
The delivery beat was never really the question. July 22 is.
CAT Just Hit $1,063 and Is Expected to Report August 4. The Valuation Is Now the Biggest Risk on the Board.
A record $63B backlog and surging Power & Energy demand can’t hide the fact that CAT is trading near ~41x…
Tokenization Just Got Its First Real Stock. The Market Is Barely Ready.
Securitize votes today and lists Thursday. This is how a $30 billion market gets a public price.