A Meta nuclear PPA and record EBITDA are not yet in the price.
Category: Politics
CoreWeave Is Down 60% From Its High. August 18 Could Change Everything.
A $99 billion backlog and 112% revenue growth can't hide a $25 billion debt load.
Opendoor Is Up 11% While the Bears Are Still Publishing
A short seller fired. The market shrugged. July 30 is where this gets resolved.
Lockheed Martin Just Got a $35 Billion Head Start on a War Nobody Priced Correctly
The ceasefire collapsed this morning. The THAAD backlog didn't.
Gilead Trades at 13x. AbbVie Just Raised Guidance Again. One Is Priced Wrong.
Two biopharma giants sitting at opposite ends of the market's attention span.
Three Jobs Reports in Three Days. The Market Has No Escape Hatch.
JOLTS, ADP, and NFP are stacked back-to-back this week. What happens Thursday stays locked in through a four-day weekend.
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…