Newmont just posted $3.1 billion in free cash flow in a single quarter. The market hasn't fully noticed.
Category: Top News
The Biggest IPO in History Is Six Days Away. Here’s What Nobody Is Saying About It.
SpaceX hits the Nasdaq on June 12. The hype is real. So are the questions worth asking before it trades.
Meta’s Next Billion-Dollar Bet Is Still Just a Hint
Q1 results were strong. The cloud business Zuckerberg dangled? Not happening yet — but the setup is interesting.
Advanced Micro Devices Is Being Mispriced by the Market – and the Data Tells a Different Story
AMD's -1.00% pullback on June 1 looks like noise. The underlying structural thesis is far more durable than today's headline…
NVIDIA’s Blackwell Supercycle Is Rewriting Semiconductor Valuations – Here’s What the Numbers Actually Say
With NVDA trading above $1,100 and forward estimates climbing, traders must understand the earnings architecture before the next catalyst window…
XLE and the Hormuz Premium: The Energy Sector’s Options Market Is Pricing a Regime Change
With oil supply down 12.8 million barrels per day and Brent swinging $44 in a single month, this is not…
MercadoLibre (MELI): The Latin American Powerhouse Trading Like It’s in Trouble
49% revenue growth, a doubling credit card portfolio, and a stock down nearly 40% from its highs. Something doesn't add…
Salesforce and Marvell Are Reporting Wednesday — Here’s What the Numbers Actually Mean
Two of the most consequential earnings reports of Q2 land this week. The AI software and custom silicon stories converge.
Eli Lilly (LLY): The GLP-1 Trade Is Bigger Than the Market Thinks
Mounjaro up 125%. Zepbound up 79%. A new oral pill just launched. The growth story keeps widening.
The War Nobody Expected Handed Energy Its Best Year in a Decade
Occidental Petroleum is at the center of a commodity supercycle that Wall Street is still underestimating