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.
Politics
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.
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.
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.
ADBE Just Beat Estimates and Still Fell 6%. Here’s What the Options Market Is Telling You.
Record revenue, raised guidance, a CFO exit — and the stock drops. The setup is more interesting than the headline.
The Defense Spending Supercycle Isn’t Slowing Down. Here’s How to Play It Without Overpaying.
NATO just hit record budget levels. Global military spend crossed $2.63 trillion. And the primes are still trading at reasonable multiples.
ORCL Reports Tonight. The Options Market Is Already Pricing a 13% Move.
Oracle’s Q4 earnings hit after close — and the derivatives market is positioning for a major swing in either direction.
Nvidia Just Locked In Its Entire Memory Supply Chain — Here’s What Traders Are Missing
Vera Rubin is in full production. Three suppliers certified. And the real trade might not even be NVDA.
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