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Category: Business

CEG Is Down 40% From Its High. It Reports July 30.
Business

CEG Is Down 40% From Its High. It Reports July 30.

The largest nuclear operator in the US just signed Walmart. The stock is near a 52-week low.

July 6, 2026
Nike Is Down 45% From Its Peak. The Brand Is Still There.
Business

Nike Is Down 45% From Its Peak. The Brand Is Still There.

The turnaround is real but slow. China is the problem nobody has solved yet.

July 6, 2026
Broadcom Is Down 25% From Its High. The Business Has Never Been Better.
Business

Broadcom Is Down 25% From Its High. The Business Has Never Been Better.

Record AI revenue, a custom OpenAI chip, and a $1.8 trillion company trading at a discount.

July 1, 2026
Exxon and Chevron Had a Monster Year. Then General License X Happened.
Business

Exxon and Chevron Had a Monster Year. Then General License X Happened.

A Treasury authorization just unlocked Iranian crude, and energy’s biggest 2026 winners are paying for it now.

June 29, 2026
Allstate Just Printed Its Best Quarter in Years. Hurricane Season Is the Only Thing Standing in the Way.
Business

Allstate Just Printed Its Best Quarter in Years. Hurricane Season Is the Only Thing Standing in the Way.

A 47% EPS beat and a $4 billion buyback. The Q2 report date is what actually matters.

June 28, 2026
10% Yields at a Discount. The BDC Sector Is Flashing a Contrarian Signal.
Business

10% Yields at a Discount. The BDC Sector Is Flashing a Contrarian Signal.

Private credit fears have hammered the whole sector. Not every name deserves to be down here.

June 19, 2026
AMD Is Up 150% This Year. The GPU Story Was Just the Warmup.
Business

AMD Is Up 150% This Year. The GPU Story Was Just the Warmup.

Agentic AI is triggering a CPU supercycle — and AMD’s EPYC processors are selling out before they ship.

June 18, 2026
The Oil Trade Nobody Wanted — Until Now
Business

The Oil Trade Nobody Wanted — Until Now

Occidental Petroleum is up 38% in 2026. The setup behind it may have more room to run than the headlines suggest.

June 17, 2026
The Power Stock AI Can’t Live Without
Business

The Power Stock AI Can’t Live Without

Vistra Energy is quietly cornering the market on something every data center desperately needs.

June 14, 2026
Gold Miners Are Printing Cash at $4,700 Gold. The Stocks Are Barely Keeping Up.
Business

Gold Miners Are Printing Cash at $4,700 Gold. The Stocks Are Barely Keeping Up.

Newmont just posted $3.1 billion in free cash flow in a single quarter. The market hasn’t fully noticed.

June 8, 2026

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