Record $5.84B revenue, a $140B WFE outlook, and a sector that just got a wave of analyst...
The biggest IPO in history is under pressure. August 6 is the date that matters.
The biggest IPO in history has already burned early buyers. Now the options chain tells a different...
A $66.8 billion merger created America's largest power company. AI demand is why it had to happen.
The AI cooling trade has a pure-play leader. Q2 earnings are three weeks away.
A record $63 billion backlog, power generation surging 41%, and Q2 earnings arriving in 27 days.
ROIC separates the compounders from the capital destroyers.
Cheap valuation, a fuel windfall, and peak premium travel season all converge at once.
Reinsurance just got 15% cheaper. Primary insurers are quietly printing record margins.
China just blacklisted America's only rare earth miner. The real trade is the refinery, not the mine.