A 17% revenue beat, positive GAAP operating income, and a raised outlook reframe PATH as a durable AI automation compounder…
Semiconductor Equipment Is the Semiconductor Trade Most Investors Are Missing
While chip designers dominate headlines, the companies that build the machines behind every advanced node are quietly posting the strongest…
The ‘Security Supercycle’ Is Real. Here’s the Cheapest Way to Sit Inside It.
Defense budgets are hitting records. Backlogs are at all-time highs. And U.S. defense names still trade at a discount to…
Salesforce and Marvell Are Reporting Wednesday — Here’s What the Numbers Actually Mean
Two of the most consequential earnings reports of Q2 land this week. The AI software and custom silicon stories converge.
Nvidia Just Printed $81.6 Billion and the Stock Went Down. Here’s What the Tape Is Really Telling You.
NVDA beat hard, guided higher, and still slipped. The market's reaction might be the most important signal of the quarter.
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.…