Economy

Record earnings, a 25x dividend hike, and elevated IV – here’s what the tape is saying right now

AVGO just posted record revenue and a $30B+ backlog. The real question is what the market has already priced in.

Marvell Technology (MRVL) may be the most important chip company most investors still haven’t fully priced.

Jensen Huang just signaled the next phase of Nvidia’s expansion — and it has nothing to do with data center chips.

Global military budgets are rising for the 11th straight year. The procurement cycle is only now accelerating.

The sector that lagged tech for two years is quietly building one of the best fundamental setups in the market.

Q1 results were strong. The cloud business Zuckerberg dangled? Not happening yet — but the setup is interesting.

Humanoid robotics is moving from factory demos to investor portfolios – and the picks-and-shovels angle is cleaner than most people realize

Enterprise security spending is accelerating past analyst estimates, and the options market is starting to notice