Marvell Is Down 15% From Its All-Time High. The Trillion-Dollar Case Has Not Changed.
MRVL surged 247% in 2026 on Jensen Huang’s endorsement, then sold off hard. The business underneath that number didn’t move.
June 2026
NVIDIA Is About to Flip the Switch on Vera Rubin
The next chip generation is in full production. The market may be underpricing what comes next.
Big Oil Just Became the Backbone of AI
The Chevron-Microsoft deal rewrites who benefits from the data center buildout.
IBM Just Got a Double Catalyst. The July 22 Earnings Date Is Where It Gets Complicated.
Trump’s June 22 quantum executive orders and a JPMorgan upgrade fired IBM up about 5% on a day the Nasdaq fell 2.2%. The real question is what happens between now and July 22.
$1 Trillion in Interest. Equities Are Priced Like It Doesn’t Exist.
The U.S. is now spending more on debt service than on national defense. Markets haven’t connected those dots.
Spotify Is Down 40% From Its Peak. The Platform Underneath Has Never Been Stronger.
761 million users, a landmark AI deal with UMG, a 1 billion user target by 2030 — and the stock is trading like the growth story is slowing. It isn’t.
The Rate Hike Nobody Priced. The Market Is Starting To.
Core PCE is at 3.3%. The Fed removed its forward guidance. Nine officials just penciled in a hike. And equities are still priced for cuts.
The Drone Stock Built for the Way Wars Are Actually Being Fought
Kratos Defense is no longer a defense niche play. It may be the most direct bet on how modern warfare gets wired.
Intel Is Up 263% This Year. The Apple Deal Just Changed the Math Again.
INTC’s foundry pivot just got its biggest validation yet. Here’s what traders need to understand about the levels, the risks, and what comes next.
INTC Just Set a New 52-Week High. The Stock Is Up 240% in 2026. The Real Question Starts Now.
A Trump Truth Social post, an unconfirmed Apple chip deal, and a foundry valuation priced at 133x forward earnings — here is what the options structure is saying.