Chips Are in a Bear Market. Tuesday Is the Reset.
Alphabet and Tesla report July 22. Their capex numbers decide what happens to every semiconductor stock on the board.
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.
Vertex Just Spent $10 Billion to Stop Being a One-Disease Company
The Crinetics deal is expected to close in Q3. August 3 is what investors need to watch.
SpaceX Is Back at Its IPO Price. Tonight Changes Everything.
Starship Flight 13 is the first real test of whether the hype was ever justified.
TSMC Reports Tomorrow. The Entire AI Trade Hangs on It.
A $40B revenue target, a 2nm ramp, and guidance that will move every chip stock on the board.
Apple Reports July 30. A Leadership Change Makes It Bigger.
Tim Cook’s final earnings call as CEO could be the most watched in years.
Constellation Energy Is Down About 38% From Its High. Nuclear Just Became the AI Trade.
Q1 revenue beat estimates by about 24%. The selloff may be the opening.
The $12.5 Trillion Demographic Wave Wall Street Keeps Misprice
America’s aging population isn’t just a healthcare story. It’s a home infrastructure story.
The Pentagon Has a Hard Deadline. There Are Only Two Companies That Can Meet It.
A January 2027 ban on Chinese rare earth magnets just became the most overlooked supply shock in defense history.
The Ocean Floor Has America’s Battery Problem Solved
A federal permit process now moving faster than any point in 40 years could unlock the most unconventional critical minerals play on the market.