Qualcomm Just Rewrote Its Entire Story
A $40B non-handset target and a Meta deal changed the conversation this week.
Economy
TSLA Has a Delivery Report in Days and Earnings on July 22. The Robotaxi Math Is What the Stock Is Actually Pricing.
Q2 deliveries are expected around July 2. Earnings follow three weeks later. Here is what the options market sees between now and then.
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.
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 Healthcare Sector Has Been Left for Dead. That’s the Setup Bargain Hunters Have Been Waiting For.
Three years of underperformance, a 20% valuation discount, and a mean-reversion case that’s getting harder to ignore.
AI Needs a Lot of Electricity. The Grid Can’t Keep Up. Here’s Where the Money Is Going.
The power bottleneck is the most underpriced constraint in the AI buildout — and utilities are finally getting noticed.
SMCI Just Dropped 28% in Two Days. Here’s What the Options Market Is Telling You Right Now.
A $7 billion equity raise, $39 billion in AI server orders, and a stock in freefall — the setup is messier than it looks.
Anthropic’s Near-Trillion Dollar IPO Filing Is Repricing Everything. Here’s What Investors Actually Own.
The Claude maker confidentially filed its S-1 at a $965B valuation. The real story isn’t Anthropic — it’s what this does to the listed AI complex.
The Chip Nobody Was Watching Just Became the Most Important Stock in AI
Marvell Technology is rewriting its own story — and the market is finally paying attention
The Quantum IPO Wall Street Has Been Waiting For — Here’s What Traders Need to Know About QNT
Quantinuum just pulled off the largest quantum computing IPO in history. The valuation math is extreme. The opportunity is real. Here’s how to think about it.