Credo Technology Is Down 30% From Its High. The Optics Bet Is Just Starting.
Revenue tripled in fiscal 2026 and 80%+ growth is guided for next year.
Category: Top News
ServiceNow Is Down Roughly 37% From Its High. July 22 Is the Reset.
A 22% subscription-revenue grower reports Q2 earnings this week.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the price.
Micron Is Down About 22% From Its High. The AI Memory Story Is Just Getting Started.
Revenue just grew 346% in a single quarter. The selloff may be the opportunity.
Apple Just Wrote a $30 Billion Check. The Stock That Cashes It Is Down 25%.
The largest U.S. manufacturing commitment in Apple history just confirmed Broadcom’s revenue floor through 2031.
META Reports July 29. The Stock Is Down About 29% and Is Plotting a Cloud Business Nobody Expected.
A $125B-$145B capex bet is either the worst trade in tech or the birth of the next AWS.
Broadcom Is Down 25% From Its High. The AI Numbers Say Something Different.
Custom chip revenue just grew 143% year over year. The selloff may be the opportunity.
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.
Big Oil Just Became the Backbone of AI
The Chevron-Microsoft deal rewrites who benefits from the data center buildout.
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.