Big Oil Just Became the Backbone of AI
The Chevron-Microsoft deal rewrites who benefits from the data center buildout.
Business
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.
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 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.
GSK Just Paid $10.6 Billion for This Precision Oncology Bet — Here’s What It Signals
The Nuvalent acquisition is the biggest biopharma deal of the week — and it’s rewriting the playbook for lung cancer investing.
Salesforce Beat the Quarter, Then the Stock Sold Off. Here’s What the Options Market Already Knew.
CRM delivered record Q1 FY2027 results powered by Agentforce — but the price action tells a more complicated story that options traders were already pricing in.
SpaceX Is About to Go Public — Here’s What Traders Need to Know Before June 12
The largest IPO in history hits Nasdaq next week. The numbers are extraordinary. The risks are real.
The Nuclear Trade Isn’t Hype Anymore. It’s Contracts, Uranium, and 20-Year Deals.
AI data centers are signing decade-long power agreements with nuclear operators. Uranium near $86/lb. SMRs moving from concept to construction. Here’s how to think about the entry.
Nvidia’s Biggest Quarter Ever — and the Market Shrugged. Now What?
NVDA just delivered $81.6B in revenue and record net income. The post-earnings drift tells a more complicated story.