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Nvidia Reports Tonight and $350 Billion Is on the Line

May 20, 2026

Nvidia Reports Tonight and $350 Billion Is on the Line

What the options market is quietly saying before the bell

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Home Depot: Flat Comps, Reaffirmed Guide

May 19, 2026

Home Depot: Flat Comps, Reaffirmed Guide

What Q1 2026 reveals about housing and the consumer

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Ford Energy Just Landed Its First Big Customer

May 18, 2026

Ford Energy Just Landed Its First Big Customer

What a stranded Kentucky battery plant and a French energy giant tell us about where F trades from here

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Bond Market to Equities: The Rate Is the Risk

May 18, 2026

Bond Market to Equities: The Rate Is the Risk

Yields hit a one-year high. Oil stays elevated. The Fed is cornered. What it means for your positioning today.

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AMAT's Best Quarter in 25 Years

May 17, 2026

AMAT's Best Quarter in 25 Years

Record margins, raised guidance, and a wall of analyst upgrades.

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FIG Beat Every Number. Here's the Real Trade Debate.

May 17, 2026

FIG Beat Every Number. Here's the Real Trade Debate.

46% growth, 139% NDR, a guidance raise — and six analyst price target cuts anyway.

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ServiceNow Is Becoming the OS for the AI Economy

May 16, 2026

ServiceNow Is Becoming the OS for the AI Economy

While AI hype circles models and chips, one platform is turning it into contracts

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Tiger Global Reshuffled the Deck

May 15, 2026

Tiger Global Reshuffled the Deck

New bets on INTC and HOOD. Clean exits from WDAY and Circle. Here's what the rotation signals.

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China Just Agreed to 200 Boeing Jets

May 14, 2026

China Just Agreed to 200 Boeing Jets

The Beijing summit is producing wins. Whether they hold is the harder question.

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