Palo Alto Is Up 95% This Year. August 19 Is the Real Test.
Rising Star Stocks NGS ARR guided up ~60%, CyberArk integration ahead of schedule, and a fiscal Q4 that has to justify the run.
Palantir Is Down 37% From Its Peak. August 3 Is the Number.
85% revenue growth and a Rule of 40 score of 145% meet the market's hardest question.
China Just Dropped Kimi K3. The Chip Selloff Is Not Over.
A 2.8 trillion parameter model just triggered the second DeepSeek moment in 18 months.
Astera Labs Is Down 36% From Its High. August 4 Is the Real Test.
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.