JOLTS, ADP, and NFP are stacked back-to-back this week. What happens Thursday stays locked in through a four-day weekend.
Category: Politics
NextEra Just Made the Biggest Utility Bet in History
A ~$67B deal for Dominion puts NEE at the center of AI's power crisis.
The Homebuilding Consolidation Nobody Saw Coming
Berkshire just paid $8.5 billion for a homebuilder. Four Japanese firms bought U.S. builders in five weeks. The remaining public…
Utilities Just Got Interesting
The NEE-Dominion merger isn't a one-off. It's the starting gun.
AMD Just Got Reframed — Here’s What the Citi Upgrade Actually Means for Traders
A closely watched analyst flips to Buy and the GPU math behind it is harder to ignore than the headline…
NVDA’s $81.6B Quarter and the Options Setup That Followed
Record earnings, a 25x dividend hike, and elevated IV – here's what the tape is saying right now
Semtech Is Up 117% This Year and Still Has a $204 Analyst Target — The 1.6T Optical Trade Explained
SMTC isn't a household name. But the AI data center networking buildout is making it one of the market's most…
The Chip Nobody Talked About — Until Jensen Huang Said Four Words
Marvell Technology is no longer flying under the radar, and the case for owning it goes well beyond one speech.
Goldman Sachs Just Repriced. The Question Is Whether It Deserves To Stay There.
Record equities, a four-year-high M&A backlog, and a SpaceX IPO mandate — GS is firing on almost every cylinder. Almost.
Salesforce Beat the Quarter, Then the Stock Sold Off. Here’s What the Options Market Already Knew.
CRM delivered record Q1 FY2027 results powered by Agentforce — but the price action tells a more complicated story that…