The Security Supercycle Has a Discount Aisle
May 26, 2026 The Security Supercycle Has a Discount Aisle Record backlogs. A $1.5 trillion budget request. And the cheapest…
OXY just beat by 79% and almost nobody noticed
May 26, 2026 OXY Just Beat by 79% and Almost Nobody Noticed One energy stock is quietly doing things the…
Everyone’s Watching JPM and UBER
May 25, 2026 Everyone’s Watching JPM and UBER Two very different stocks. Both worth understanding right now. Here’s what caught…
Why Palantir keeps showing up in retail searches
May 25, 2026 Palantir keeps popping up Not just hype – the pipeline is getting real Palantir (PLTR) is one…
UNH is up 37% in a month. Goldman is now a buyer. So what’s the catch?
May 24, 2026 UNH Is Up 37% in a Month. Now What? Goldman is in. Berkshire is out. The DOJ…
Fluence: The $5.6B Backlog Question
May 23, 2026 Fluence: The $5.6B Backlog Question May 6 Q2 FY26: $464.9M revenue, 11.1% adjusted gross margin, and two…
Intuit Just Had Its Worst Day in Years
May 22, 2026 Intuit Just Had Its Worst Day in Years What the 40% drawdown is actually telling you —…
Nobody Expected This Valuation Case
May 21, 2026 Nobody Expected This Valuation Case $81.6B in revenue. A guide nobody saw coming. And a forward multiple…
META Is Cutting 8,000 Jobs Today. Here Are the Levels Traders Are Watching.
May 20, 2026 Meta cut 8,000 jobs this morning The stock is 24% off its high. IV is compressed. July…
ServiceNow was up 5.9% this morning
May 19, 2026 ServiceNow was up 5.9% this morning BofA Buy, $3.77B in Q1 revenue, and a stock that was…