FedEx Reports Tuesday. Pay Attention.
FDX has beaten estimates four straight quarters, just completed a major spin-off, and is walking into earnings with a bar analysts have been quietly raising.
Intel Just Got Apple. The Real Story Is Bigger.
INTC is up 360% in 12 months. The foundry bet is finally getting real customers and the market may still be underestimating what that means.
Tesla Is Trading at a Sky-High Multiple. The July 29 Date Is What Matters Now.
TSLA is around $400, capex is set to exceed $25B in 2026, and Q2 earnings are expected late July. Here’s what traders actually need to understand about the valuation math.
Goldman Sachs Hits $1 Trillion. The M&A Boom Is Just Getting Started.
GS just crossed a historic milestone in deal value advised. Here is what that number actually means for the bank, the market, and the trade ahead.
Micron Reports June 24. The Options Market Is Pricing a 20% Move.
HBM supercycle, record guidance, a Fed just turning hawkish, and options traders pricing the biggest expected move of the summer. Here’s what the structure looks like.
AVGO’s 15% Crater Was the Setup, Not the Story
Broadcom beat on every number that matters. The tape disagreed. Here’s what that means for options traders right now.
The Power Nobody Planned For: Nuclear Stocks and the AI Energy Reckoning
CEG, CCJ, NXE, SMR, and OKLO are at the center of a structural demand story that Wall Street is still pricing in.
NVDA’s $81.6B Quarter and the Options Setup That Followed
Record earnings, a 25x dividend hike, and elevated IV – here’s what the tape is saying right now
SPCX Just Repriced. Here’s What Changed.
SpaceX completed the largest IPO in history last week — now comes the hard question.
SPCX Options Go Live Today – Here’s Why This Is Unlike Any IPO Options Launch Before It
No IV anchor, a $2 trillion float, a 3-5% tradeable share count, and the most anticipated options debut in market history