Q2 deliveries are expected around July 2. Earnings follow three weeks later. Here is what the options market sees between now and then.
MRVL surged 247% in 2026 on Jensen Huang’s endorsement, then sold off hard. The business underneath that number didn’t move.
The next chip generation is in full production. The market may be underpricing what comes next.
The Chevron-Microsoft deal rewrites who benefits from the data center buildout.
Trump’s June 22 quantum executive orders and a JPMorgan upgrade fired IBM up about 5% on a day the Nasdaq fell 2.2%. The real question is what happens between now and July 22.
The U.S. is now spending more on debt service than on national defense. Markets haven’t connected those dots.
761 million users, a landmark AI deal with UMG, a 1 billion user target by 2030 — and the stock is trading like the growth story is slowing. It isn’t.
Core PCE is at 3.3%. The Fed removed its forward guidance. Nine officials just penciled in a hike. And equities are still priced for cuts.
Kratos Defense is no longer a defense niche play. It may be the most direct bet on how modern warfare gets wired.
INTC’s foundry pivot just got its biggest validation yet. Here’s what traders need to understand about the levels, the risks, and what comes next.
