Broadcom Is Down 20% From Its High. The $100 Billion Question Is What Happens Next.
Record AI revenue, a post-earnings selloff, and a September 3 earnings date that now defines the trade.
Top News
Qualcomm Just Rewrote Its Own Story
The chipmaker is no longer a smartphone play. It just proved it.
ON Semi Just Paid $7 Billion to Bet on Physical AI
The stock dropped 23%. The strategic logic is bigger than the sell-off.
The Drone Stock Built for the Way Wars Are Actually Being Fought
Kratos Defense is no longer a defense niche play. It may be the most direct bet on how modern warfare gets wired.
Intel Is Up 263% This Year. The Apple Deal Just Changed the Math Again.
INTC’s foundry pivot just got its biggest validation yet. Here’s what traders need to understand about the levels, the risks, and what comes next.
INTC Just Set a New 52-Week High. The Stock Is Up 240% in 2026. The Real Question Starts Now.
A Trump Truth Social post, an unconfirmed Apple chip deal, and a foundry valuation priced at 133x forward earnings — here is what the options structure is saying.
The Warehouse Robot That Just Turned Profitable
Symbotic is no longer a story stock. The numbers are starting to say something different.
The Oil Stock That’s Quietly Printing Cash While the Market Looks Elsewhere
Diamondback Energy is generating free cash flow that most tech companies would envy — and almost nobody is talking about it the right way.
SpaceX Just Went Public — Here’s What Traders Need to Know Right Now
SPCX debuted on the Nasdaq June 12 at $135, surged 19% to $161. The largest IPO in history is now a live trading instrument — and the market is still processing it.
MRVL: The S&P 500 Inclusion Trade, the Jensen Huang Endorsement, and What the Options Market Is Actually Pricing
Marvell Technology just had the wildest week in the chip sector. The question now isn’t whether the story is real — it’s whether the market has already paid for it.