Kevin Warsh just replaced Jerome Powell. Inflation is at 3.8%. The FedWatch Tool is pricing in rate...
Day: May 29, 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...