A high-conviction bullish initiation citing consulting tailwinds and data center infrastructure demand sent IBM surging 9.00%. Here...
ROST beat by 20% on EPS, raised the full year, and the trade-down consumer thesis is still...
As AI data center buildout strains power grids and renewable capacity factors remain volatile, battery storage companies...
Netflix, Disney, and Roku are all chasing the same dollar – and one of them is winning...
Physical supply deficits are colliding with policy-driven demand – and the equities haven't fully priced either
AI data centers are signing decade-long power agreements with nuclear operators. Uranium near $86/lb. SMRs moving from...
While the market chases chip stocks, a mechanical contractor is printing record earnings off the data center...
49% revenue growth. 84 million active buyers. A fintech arm expanding at 87%. The opportunity is hiding...
Kevin Warsh just replaced Jerome Powell. Inflation is at 3.8%. The FedWatch Tool is pricing in rate...
Two of the most consequential earnings reports of Q2 land this week. The AI software and custom...