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.
Defense budgets are hitting records. Backlogs are at all-time highs. And U.S. defense names still trade at a discount to their European counterparts.
NVDA just delivered $81.6B in revenue and record net income. The post-earnings drift tells a more complicated story.
Record revenue. Record guidance. And the stock still drifted lower. Here’s what that tells options traders right now.
A landmark CHIPS Act deal and a commercial hardware breakthrough are changing the conversation around this volatile pure-play.
NVDA beat hard, guided higher, and still slipped. The market’s reaction might be the most important signal of the quarter.
