FedEx Reports Tuesday. Pay Attention.
FDX has beaten estimates four straight quarters, just completed a major spin-off, and is walking into earnings with a bar analysts have been quietly raising.
The Metal AI Can’t Run Without
Copper just hit record highs near $13,800 a tonne. The stocks mining it haven’t fully caught up.
Tesla Is Trading at a Sky-High Multiple. The July 29 Date Is What Matters Now.
TSLA is around $400, capex is set to exceed $25B in 2026, and Q2 earnings are expected late July. Here’s what traders actually need to understand about the valuation math.
Palantir Is Down 26% in 2026. The Fundamentals Are Going the Other Way.
PLTR posted 85% revenue growth in Q1. The stock keeps falling anyway. Here’s what the valuation math, the analyst divide, and the NHS risk actually mean for traders right now.
The Metal Everything Runs On
Copper hit all-time highs in 2026. The miners haven’t fully priced what comes next.
The Warehouse Robot That Just Turned Profitable
Symbotic is no longer a story stock. The numbers are starting to say something different.
The Fed Has a New Chair. Markets Are About to Find Out What That Means.
Kevin Warsh’s first FOMC press conference is today. The rate decision isn’t the story — the tone is.
The Oil Trade Nobody Wanted — Until Now
Occidental Petroleum is up 38% in 2026. The setup behind it may have more room to run than the headlines suggest.
Crypto Stocks Are on Sale. That Doesn’t Mean the Story Broke.
Bitcoin hit $126K in October 2025. Now it’s in the $60Ks. COIN, MSTR, and RIOT are trading like the cycle is over. It probably isn’t.
Broadcom’s $100 Billion AI Roadmap Is Now the Trade — Here’s What the Numbers Actually Say
AVGO just posted record revenue and a $30B+ backlog. The real question is what the market has already priced in.