Magnificent Seven Fatigue Is Real – and the Rotation Trade Is Starting to Show Up in the Data
Money is quietly moving out of mega-cap tech and into financials, industrials, and select small-caps. Here is where the flows are pointing.
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MercadoLibre (MELI): The Latin American Powerhouse Trading Like It’s in Trouble
49% revenue growth, a doubling credit card portfolio, and a stock down nearly 40% from its highs. Something doesn’t add up.
Nvidia’s Biggest Quarter Ever — and the Market Shrugged. Now What?
NVDA just delivered $81.6B in revenue and record net income. The post-earnings drift tells a more complicated story.
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.