A Microsoft deal puts 3M's fiber optic technology at the center of AI infrastructure.
Palo Alto Is Up 95% This Year. August 19 Is the Real Test.
NGS ARR guided up ~60%, CyberArk integration ahead of schedule, and a fiscal Q4 that has to justify the run.
Vistra Is Near a 52-Week Low. August 6 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the price.
Goldman Sachs Just Had Its Best Quarter Ever
A $7.42B equities-trading record, 92% EPS growth, and a stock at new highs heading into Q3.
Micron Is Down 21% From Its Peak. The Numbers Are Historic.
Revenue more than quadrupled in one quarter. The stock pulled back anyway. That gap is worth understanding.
Eli Lilly Is Growing Like a Software Company. The Valuation Debate Is Getting Loud.
Mounjaro sales up 125% in Q1. A new pill just launched. Q2 earnings could reset the story again.
Apple Is Near Its 52-Week High. July 30 Is What Actually Matters.
Memory costs surging 271.79%, a $2,300–$2,500 foldable iPhone, and a CEO transition all converge in 20 days.
nLIGHT Is Up 28% Today. The Pentagon Just Made It Real.
A $627 million laser weapon contract is not a prototype story anymore.
Big Bank Earnings Start July 14. The Bar Is High and Rising.
JPMorgan, Citi, Wells Fargo, and BofA report in six days. Q2 earnings season hinges on what they say.
Delta Reports July 10. The Real Trade Is Already in the Numbers.
Cheap valuation, a fuel windfall, and peak premium travel season all converge at once.