Lam Research Is Down About 19% From Its Peak. July 29 Earnings Could Reset the Entire Chip Equipment Trade.
Record $5.84B revenue, a $140B WFE outlook, and a sector that just got a wave of analyst target hikes.
Politics
Circle Just Became a Bank. The Real Story Is What Comes Next.
The OCC approval is the headline. The GENIUS Act deadline eight days away is the trade.
Vertiv Is Up 86% This Year. Q2 Earnings Land July 29.
The AI cooling pure-play with a $15 billion backlog is about to tell us if the run has legs.
A Rival’s Failure Just Handed Alnylam a $15 Billion Market
The ATTR-CM race just lost its most dangerous challenger overnight.
Gilead Is Up 3.5% Today. Regeneron Is Down 40% From Its High.
Two biopharma giants. One is quietly building something the market is undervaluing.
The Invisible Part Inside Every AI Power Plant
The real bottleneck in the AI energy race is not the turbine. It is what is inside the turbine.
The Housing Lock-In Is Breaking. The Real Trade Is Not Obvious.
Homeowners are finally moving again — and it’s reshaping which housing stocks actually win.
SpaceX Joins the Nasdaq-100 on July 7. The Real Trade Is What Happens After.
Forced buying, a tiny float, and a valuation debate that will define SPCX for the rest of 2026.
The $600 Billion Tab Nobody Can Pay Right Now
OpenAI’s IPO delay just exposed the most dangerous assumption in the entire AI trade.
$1 Trillion in Interest. Equities Are Priced Like It Doesn’t Exist.
The U.S. is now spending more on debt service than on national defense. Markets haven’t connected those dots.