Category: Economy

Software just outran semiconductors in May. Most investors missed it.

While everyone debated AI, Caterpillar and Exxon quietly outran the Nasdaq

CEG, CCJ, NXE, SMR, and OKLO are at the center of a structural demand story that Wall Street is still pricing in.

A closely watched analyst flips to Buy and the GPU math behind it is harder to ignore than the headline suggests.

MRVL posted record revenue and a wave of analyst upgrades. The question is whether the tape has already priced the future.

AMZN moved Prime Day to June — earlier, longer, and with more at stake than any prior edition. Here’s the setup.

Marvell Technology (MRVL) may be the most important chip company most investors still haven’t fully priced.

MCHP’s first formal data center revenue disclosure set off a 12% move. Here’s what the numbers actually mean.

Agentforce crossed $1B in ARR. The options market saw a ±7.49% expected move. Here’s where the trade stands now.

Why Humanoid Robotics Is the Most Watched Emerging Theme on Wall Street Right Now