Meta Is Down 16% From Its High. The Real Story Starts July 29.
Revenue grew 33% in Q1. The AI cloud pivot could change everything.
Business
The $54 Billion Drone Budget Has a Supply Chain Problem Nobody Is Solving
Washington is flooding the zone with drone money. The real bottleneck isn’t drones — it’s who builds the parts.
Eli Lilly Is Growing Like a Software Company. The Valuation Debate Is Getting Loud.
Mounjaro sales up 125% in Q1. A new pill just launched. Q2 earnings could reset the story again.
AMZN Reports July 30. The Stock Is Down 12% From Its High and AWS Just Had Its Best Quarter in Four Years.
A $200B capex year and a 28% cloud surge is where the real trade lives.
The U.S. Government Is About to Own a Piece of OpenAI
A $42 billion equity stake proposal just changed the AI regulation story permanently.
GS Reports July 14. The Stock Just Hit an All-Time High and Nobody Is Talking About the Real Risk.
Goldman’s dividend is headed to $5.00 a quarter. Its M&A machine is running hot. So why is the options market nervous?
The Market Hiding Inside the Market
Manufacturing just hit a 4-year high. The S&P 500 barely noticed.
Healthcare Just Surged 3% Today. The Split Inside the Sector Is the Real Story.
XLV is leading, but not every part of healthcare is going the same direction.
Nike Is at a 12-Year Low. Earnings Are in Two Days.
The Win Now turnaround faces its biggest test yet on June 30.
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.