NextEra Just Did the Biggest Utility Deal in History. The Grid Cannot Keep Up.
A $66.8 billion merger created America's largest power company. AI demand is why it had to happen.
Top News
Microsoft Is Down 25% From Its High. July 29 Changes the Conversation.
Azure just hit 40% growth. The stock is trading at its cheapest forward multiple in three years.
Europe’s Defense Boom Is Hitting a Wall
The spending is real. The question now is whether the companies can actually deliver.
Micron Just Printed the Most Explosive Quarter in Semiconductor History
The Q4 guide of $50B changes everything the market thought it knew about memory cycles.
Broadcom Is Down 20% From Its High. The $100 Billion Question Is What Happens Next.
Record AI revenue, a post-earnings selloff, and a September 3 earnings date that now defines the trade.
MSFT Reports July 29. The Stock Is Down ~32% From Its High and Azure Is Growing 40%.
The $190 billion capex question is the only thing standing between Microsoft and a new record.
Micron Just Reported the Most Profitable Quarter in Memory History. The Stock Is Still Cheap.
Revenue quadrupled, margins hit 81%, and $100 billion in locked contracts just rewrote the memory cycle.
New Homes Aren’t Selling. Nobody Is Talking About the Inventory Number.
10.3 months of supply is a number the market hasn't fully priced.
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.