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.
A Trump Truth Social post, an unconfirmed Apple chip deal, and a foundry valuation priced at 133x forward earnings — here is what the options structure is saying.
HOOD is quietly rebuilding itself into a full-spectrum financial platform — and the May numbers show it’s working.
FDX has beaten estimates four straight quarters, just completed a major spin-off, and is walking into earnings with a bar analysts have been quietly raising.
Copper just hit record highs near $13,800 a tonne. The stocks mining it haven’t fully caught up.
