SMR Is Up 19% in a Week. The Paragon Deal Is Not the Reason to Watch It.
Daily Trader Insights NuScale just hit a new near-term high after the HIPS safety contract. The TVA program, the $1B liquidity runway, and…
Alphabet Just Lost Two of Its Best AI Minds in One Week
A steep one-day drop, an $84.75B equity raise, and a stock still well off its high. Here's what traders need…
NVDA Has a $5 Trillion Market Cap and a Stockholder Meeting Tomorrow
The Blackwell ramp, Vera CPU debut, and a multiyear SK hynix partnership are the real agenda items. The options market…
Broke Consumers Are Your Best Investment Thesis Right Now
TJX, ROST, and the off-price retailers quietly eating the entire retail sector alive.
Marvell Joins the S&P 500 Today. The Stock Is Already Up 265% This Year.
Jensen Huang called it the next trillion-dollar company. Wall Street's average price target still sits below where shares trade. That…
The SaaS Comeback Wall Street Didn’t Believe In
Software just outran semiconductors in May. Most investors missed it.
The GLP-1 Story Just Got a Second Act
Oral pills, Medicare coverage, and a triple-hormone drug showing bariatric-level weight loss. LLY is not done.
Microsoft Is Down 17% Year-to-Date. The July Earnings Number Changes Everything.
MSFT stock has been the megacap laggard of 2026. Azure at 40% growth and a $37B AI run rate say…
Oracle Beat the Quarter. The Market Punished the Bill.
ORCL fell 10% on record results. The $638 billion backlog says the selloff may be the story investors actually want.
Intel Is Up ~5x in a Year. One Trump Post Just Made It Complicated.
The Apple–Intel chip deal is real enough to move markets — but the questions it raises are bigger than the…