Palantir’s Revenue Nearly Doubled. Now the Price Has to Catch Up.
A 93% revenue surge and a PwC deal cement Palantir’s commercial AI position, but a forward multiple above 110x still…
Business
Moderna Doubled in a Day. What Happens Now Is the Real Question.
A melanoma Phase 3 win and an FDA-approved flu vaccine give Moderna its first credible platform since COVID. The stock…
America’s Largest Nuclear Operator Is Down 20% in 2026
Constellation has 20-year deals with Microsoft and Meta, a restart advancing, and a $5B buyback. The stock has barely noticed.
Kroger’s Q2 Results Could Tell You Who Pays for Beef Inflation
With Tyson warning of a $625 million to $775 million beef loss and the August CPI due the same morning,…
Lululemon Is Dragging the Whole Athletic Sector Down With It
A collapse in comparable sales and a savage guidance cut show the damage isn't contained to one brand.
Lockheed and General Dynamics Just Locked In Seven Years of Missile Revenue. Shareholders Aren’t Paying Attention Yet.
The Pentagon's PAC-3 MSE and THAAD production surge is building a multiyear earnings floor that patient investors may be underpricing.
Palantir Is the Only Pentagon AI Stock You Can Buy
ChatGPT and Grok just landed in GenAI.mil. Palantir turns that into decisions.
The Balance Sheet Case Against Small Caps
Warsh's Jackson Hole warning has institutions screening the Russell 2000 for interest coverage, not valuation.
UP-NS Decision Pushed to H2 2027
STB calendar extends arb risk into 2027, with Nov. 18 as the first must-watch date.
The Bond Market Has Already Voted on AVGO. Sept. 2 Is the Recount.
Equity holders have nine days to demand answers on guarantees, leases, and backstops that credit markets are already pricing as…