China Just Dropped Kimi K3. The Chip Selloff Is Not Over.
A 2.8 trillion parameter model just triggered the second DeepSeek moment in 18 months.
Category: Politics
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and strong EBITDA are not yet in the price.
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.
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.
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.
America Is Eating Less. One Company Is Getting Richer.
The GLP-1 diet revolution is creating a protein boom nobody on Wall Street saw coming.
Constellation Energy Is Down 40% From Its Peak. The AI Power Bet Just Got Much Bigger.
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.
Circle Just Became a Bank. The Real Story Is What Comes Next.
The OCC approval is the headline. The GENIUS Act deadline eight days away is the trade.