CEG completed a $26.6 billion Calpine acquisition and signed long-term nuclear deals with hyperscalers. The valuation is the most interesting it has been in years.
The OCC approval is the headline. The GENIUS Act deadline eight days away is the trade.
Nvidia’s next earnings are August 26. That’s when the math gets tested.
Record LNG exports, a $500 million guidance hike, and a $10 billion buyback nobody is fully pricing.
The world’s largest uranium producer just cut output. The demand side has never been stronger.
The BOJ is at 1% and signaling more. The carry trade is bigger than ever.
Revenue up 346% year-over-year. And the stock jumped in after-hours.
The Win Now turnaround faces its biggest test yet on June 30.
A kidney disease drug with Breakthrough Therapy status is 11 days from an FDA decision.
The next chip generation is in full production. The market may be underpricing what comes next.
