Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the price.
Business
GM Reports Tuesday. It Trades at 6x Earnings. The Real Question Is What Happens After.
Tariff relief, an EV reset, and a No. 1 U.S. sales ranking all converge at Q2 earnings on July 21.
UNH Just Beat by 30%. The Managed Care Recovery Is Real.
Operating earnings jumped about 54% and guidance moved sharply higher. The sector read-through is the bigger story.
ASML Just Raised Guidance Again. The AI Build Is Not Slowing.
Q2 results beat on every major line. The installed base business is becoming a second growth engine.
TSMC Reports Tomorrow. The Entire AI Trade Hangs on It.
A $40B revenue target, a 2nm ramp, and guidance that will move every chip stock on the board.
The Ocean Floor Has America’s Battery Problem Solved
A federal permit process now moving faster than any point in 40 years could unlock the most unconventional critical minerals…
TSM Reports July 16. The AI Chip Toll Booth Nobody Talks About.
Every advanced GPU in every data center runs through TSMC's fabs. The Q2 number drops in four days.
MU Is Down 22% and SKHY Just Listed. The HBM Trade Just Got Complicated.
Micron posted the biggest quarter in semiconductor history. Then SK Hynix showed up.
SpaceX Is Already Below Its IPO Peak. The Real Test Hasn’t Started Yet.
SPCX hit $225 weeks after debut. Now it's back near $150. August 6 changes everything.
Opendoor Is Up 11% While the Bears Are Still Publishing
A short seller fired. The market shrugged. July 30 is where this gets resolved.