Astera Labs Is Down 36% From Its High. August 4 Is the Real Test.
Rising Star Stocks Revenue up 93% and a Nasdaq-100 spot. The valuation debate starts now.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the price.
Vistra Is Near a 52-Week Low. August 6 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the price.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the guidance.
Oracle Is Down 62% From Its High. The Backlog Is $638 Billion.
The biggest AI contract book in enterprise tech is sitting in a stock priced for failure.
UAL Beat Q2. The Stock Fell Anyway.
The Q3 guidance gap is the only number that matters right now.
Vertiv Is Down 20% From Its High. July 29 Could Change That.
AI's heat problem is a $15 billion backlog. Q2 earnings are two weeks away.
META Is Up 22% in 10 Days. The Real Test Is July 29.
A new cloud business, a custom AI chip, and $145B in capex walk into an earnings report.
The $54 Billion Drone Budget Has a Supply Chain Problem Nobody Is Solving
Washington is flooding the zone with drone money. The real bottleneck isn't drones — it's who builds the parts.
NFLX Reports July 16. The Stock Is Down 46% From Its High.
Ads are the real trade. The World Cup is the complication.