The Drone War Created a Market. Space-Eyes Is Betting It Can Win It.
A $638 million SPAC valuation, $1 million in revenue, and a brutal defense procurement fight. Here is the actual investment question.
Business
Oil’s $100 Question Is Back on the Table
The options market is pricing Hormuz risk at crisis levels again. Here is what the volatility is actually telling you.
Vertiv Beat on Earnings. The Market Sold It Anyway.
A 60% EPS jump and raised guidance couldn’t stop a 10% selloff.
Meta Reports Tonight. The Capex Number Is the Only Test.
A $60 billion revenue quarter could still send the stock lower.
SoFi Is Down 37% This Year. The Business Never Stopped Growing.
Ten straight profitable quarters, 14.7 million members, and a stablecoin nobody saw coming.
Broadcom Is Down ~22% From Its High. September 3 Is the Reset.
AI semiconductor revenue guided up 200%+ for Q3. The stock is not reflecting it.
Philip Morris Reports Today. The ZYN Story Just Changed.
FDA cleared modified-risk claims. The smoke-free transformation is accelerating.
EQT Just Rallied 8% on a Headline Miss
The market ignored the numbers and bought the strategy instead.
KO Just Hit an All-Time High. Then a Ransomware Attack Hit Back.
Coca-Cola’s bull case is intact, but two major wildcards are about to get priced in.
Vertex Is Down 17% From Its High. The $10B Bet Starts Now.
A rare disease dealmaker just bought its way into a new disease category with $5B in peak revenue potential.