Marvell Joins the S&P 500 Today. The Stock Is Already Up 265% This Year.
Daily Trader Insights 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.
The GLP-1 Story Just Got a Second Act
Oral pills, Medicare coverage, and a triple-hormone drug showing bariatric-level weight loss. LLY is not done.
Microsoft Is Down 17% Year-to-Date. The July Earnings Number Changes Everything.
MSFT stock has been the megacap laggard of 2026. Azure at 40% growth and a $37B AI run rate say…
Oracle Beat the Quarter. The Market Punished the Bill.
ORCL fell 10% on record results. The $638 billion backlog says the selloff may be the story investors actually want.
Intel Is Up ~5x in a Year. One Trump Post Just Made It Complicated.
The Apple–Intel chip deal is real enough to move markets — but the questions it raises are bigger than the…
Kroger Just Flashed a Consumer Warning Sign
The earnings miss was small. What it revealed about the American grocery shopper was not.
SanDisk Is Up 5,000%. The Real Question Starts Now.
SNDK's AI storage supercycle is real. Whether the valuation has run too far ahead of even a great story is…
Gold Just Got a Hawkish Fed. The Options Market Has a $1,700 Range to Navigate.
Warsh's first FOMC sent gold below $4,300. J.P. Morgan still targets ~$5,055 in Q4 2026. Here is the structure.
NVDA’s $81.6B Quarter and the Options Setup That Followed
Record earnings, a 25x dividend hike, and elevated IV – here's what the tape is saying right now