Vera Therapeutics Has a July 7 Deadline. The Market Is Barely Watching.
A kidney disease drug with Breakthrough Therapy status is 11 days from an FDA decision.
Micron Just Reported the Most Profitable Quarter in Memory History. The Stock Is Still Cheap.
Revenue quadrupled, margins hit 81%, and $100 billion in locked contracts just rewrote the memory cycle.
Every Major Bank Just Passed. The Real Story Is What Comes Next.
All 32 banks cleared the Fed stress test. The dividend wave starts now.
NVIDIA Is About to Flip the Switch on Vera Rubin
The next chip generation is in full production. The market may be underpricing what comes next.
Big Oil Just Became the Backbone of AI
The Chevron-Microsoft deal rewrites who benefits from the data center buildout.
The Stress Test Results Are Out Today. Here Is What the Banks Actually Win.
This is not about capital ratios. It is about the dividend and buyback wave that comes next.
IBM Just Got a Double Catalyst. The July 22 Earnings Date Is Where It Gets Complicated.
Trump’s June 22 quantum executive orders and a JPMorgan upgrade fired IBM up about 5% on a day the Nasdaq fell 2.2%. The real question is what happens between now and July 22.
Dell Just Printed the Most Shocking AI Quarter in Hardware History
The PC maker nobody respects just posted $16.1B in AI server revenue. The backlog says the real story has not even started.
The Homebuilding Consolidation Nobody Saw Coming
Berkshire just paid $8.5 billion for a homebuilder. Four Japanese firms bought U.S. builders in five weeks. The remaining public names are pricing almost none of this in.
Tesla Is Becoming a Robotics Company. The Market Still Hasn’t Decided What to Do With That.
Optimus V3 mass production is weeks away. This is the most consequential pivot in Tesla’s history — and the stock hasn’t priced it in.