Qualcomm Just Rewrote Its Entire Story
A $40B non-handset target and a Meta deal changed the conversation this week.
ON Semi Just Paid $7 Billion to Bet on Physical AI
The stock dropped 23%. The strategic logic is bigger than the sell-off.
TSLA Has a Delivery Report in Days and Earnings on July 22. The Robotaxi Math Is What the Stock Is Actually Pricing.
Q2 deliveries are expected around July 2. Earnings follow three weeks later. Here is what the options market sees between now and then.
Marvell Is Down 15% From Its All-Time High. The Trillion-Dollar Case Has Not Changed.
MRVL surged 247% in 2026 on Jensen Huang’s endorsement, then sold off hard. The business underneath that number didn’t move.
NVIDIA Is About to Flip the Switch on Vera Rubin
The next chip generation is in full production. The market may be underpricing what comes next.
Big Oil Just Became the Backbone of AI
The Chevron-Microsoft deal rewrites who benefits from the data center buildout.
IBM Just Got a Double Catalyst. The July 22 Earnings Date Is Where It Gets Complicated.
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.
$1 Trillion in Interest. Equities Are Priced Like It Doesn’t Exist.
The U.S. is now spending more on debt service than on national defense. Markets haven’t connected those dots.
Spotify Is Down 40% From Its Peak. The Platform Underneath Has Never Been Stronger.
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.
The Rate Hike Nobody Priced. The Market Is Starting To.
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.