Oil just surged on the Hormuz blockade. Here is where the real trade lives now.
Category: Economy
Eli Lilly Is Down From Its High. Its Business Has Never Been Stronger.
Q1 revenue grew 56% and Mounjaro just became the world’s best-selling drug.
The AI Thermal Crisis Nobody Is Pricing Correctly
Every hyperscale AI factory has a heat problem. One mid-cap company just signed a $4 billion contract to solve it.
NVDA Is Down 17% From Its High. The August 26 Earnings Date Is the Only Number That Matters.
Record revenue, a $91B guide, and a stock that won't hold gains. Here is where the trade actually lives.
Nike Reports Tomorrow. The Number Everyone Will Ignore Is the One That Matters.
With Q4 earnings due Tuesday, the real debate isn't the revenue miss — it's whether gross margin can hold.
China Just Weaponized Rare Earths Again. The Real Trade Is Not MP Materials.
The supply chain story Wall Street is reading wrong.
UnitedHealth Is Up 73% From Its Low. The July 16 Number Is What Decides the Next Move.
The managed care recovery has real legs. The Q2 earnings date is the test.
$1 Trillion in Interest. Equities Are Priced Like It Doesn’t Exist.
The U.S. is now spending more on debt service than on national defense. Markets haven't connected those dots.
WMB Just Saw 1,457% Options Volume Spike. The AI Power Trade Is Hiding in Plain Sight.
Williams Companies printed 150,000 call contracts in a single session — 66x average volume. The natural gas infrastructure story behind…
Intel Is Up 263% in 2026. Is the Best Part Still Ahead?
INTC is soaring on a Trump-posted Apple foundry claim. Here’s what the numbers actually say.