A $125B–$145B capex bet, 33% revenue growth, and a stock trading well below its peak heading into Q2 earnings.
Category: Business
IWM’s Best First Half Since 1991. Now Someone Bet $20M It Gets Messy.
The small-cap rotation trade is real. But the options market just flagged something worth watching.
Arm Is Up 11% Today. The Real Debate Starts July 29.
A $100 billion market thesis meets the most stretched valuation in semiconductors.
Constellation Brands Is Down 47% From Its High. The Market Is Pricing a Business That No Longer Exists.
STZ just beat earnings, raised guidance, and still trades at 13x. The fear is real. So is the opportunity.
AeroVironment Just Had the Strongest Year in Its History. The Stock Is Still Down 34%.
Revenue grew 133% last quarter. A $500 million Army contract just landed.
The Dow Just Hit a Record. The Nasdaq Fell. That Split Is the Trade.
The rotation into value, financials, and industrials is accelerating faster than most investors realize.
Tesla Delivered 480,126 Cars. The Stock Dropped 7% Anyway.
The delivery beat was never really the question. July 22 is.
Meta Just Became Its Own Competition
A $125 billion AI infrastructure budget is about to flip from cost center to revenue engine.
Exxon and Chevron Had a Monster Year. Then General License X Happened.
A Treasury authorization just unlocked Iranian crude, and energy's biggest 2026 winners are paying for it now.
McCormick Just Beat Earnings by 15%. The Merger Is Why Nobody Is Talking About It.
A $65 billion deal is reshaping the consumer staples sector. The stock is still catching up.