Top News

A record $63 billion backlog, power generation surging 41%, and Q2 earnings arriving in 27 days.

The world’s fastest-growing major economy has a valuation problem nobody is discussing.

The U.S. is now spending more on debt service than on national defense. Markets haven’t connected those dots.

International stocks are outperforming. The currency tailwind behind it is structural, not seasonal.

IWM is outperforming SPY by roughly 10 points year-to-date. The drivers are structural, not temporary. And the window may be narrower than it looks.

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.

SpaceX completed the largest IPO in history last week — now comes the hard question.

No IV anchor, a $2 trillion float, a 3-5% tradeable share count, and the most anticipated options debut in market history

Oracle’s Q4 earnings hit after close — and the derivatives market is positioning for a major swing in either direction.

Record equities, a four-year-high M&A backlog, and a SpaceX IPO mandate — GS is firing on almost every cylinder. Almost.