Kevin Warsh just replaced Jerome Powell. Inflation is at 3.8%. The FedWatch Tool is pricing in rate...
Month: May 2026
Two of the most consequential earnings reports of Q2 land this week. The AI software and custom...
NVDA just delivered $81.6B in revenue and record net income. The post-earnings drift tells a more complicated...
Mounjaro up 125%. Zepbound up 79%. A new oral pill just launched. The growth story keeps widening.
Everyone is chasing the chip trade. The real bottleneck -- and the real opportunity -- is the...
MU just reported $23.86B in quarterly revenue — up nearly 3x year-over-year. Here's why the real story...
NVIDIA's Q1 FY2027 earnings crushed expectations – and the options market is still digesting what it means.
Between Iran ceasefire signals, record backlogs, and Palantir's 85% revenue surge, the defense sector just got a...
With oil supply down 12.8 million barrels per day and Brent swinging $44 in a single month,...
The numbers from Q1 2026 are too big to talk around — and the market still hasn't...