Salesforce and Marvell Are Reporting Wednesday — Here’s What the Numbers Actually Mean
Two of the most consequential earnings reports of Q2 land this week. The AI software and custom silicon stories converge.
2026
NVDA, ARM, AMD: The AI Chip Supercycle Just Printed Its Loudest Number Yet
NVIDIA’s Q1 FY2027 earnings crushed expectations – and the options market is still digesting what it means.
New Fed Chair, Rising Rate Hike Odds, and a Market That’s Still Near All-Time Highs — Something Has to Give
Kevin Warsh just replaced Jerome Powell. Inflation is at 3.8%. The FedWatch Tool is pricing in rate hikes, not cuts. And the S&P 500 is historically expensive. Traders need a framework for what comes next.
MercadoLibre Is Growing at 49% and the Market Is Barely Paying Attention
Latin America’s e-commerce and fintech giant just posted its fastest revenue growth in four years. So why is it still trading below fair value?
LLY and the GLP-1 Franchise: What the Options Market Knows That the Headlines Don’t
Eli Lilly’s Q1 blowout reset the ceiling — and the options flow is telling a very specific story
TLT and the Rate Hike Trade: What the Bond Market’s Options Flood Is Telling You
The biggest put buying eruption in TLT in recent memory just happened. This is not a drill.