Articles
Daily market commentary and analysis.
Broadcom's AI Growth Isn't The Question Anymore — Direction Is
Broadcom reports Q3 earnings tonight with AI chip sales guided to $16 billion. Last quarter's beat still tanked the stock 12.6% — here's what actually needs to happen this time.
Sep 2, 2026
LULU Trades Like a Bargain Bin Stock Ahead of Sept. 3 Earnings
Lululemon shares are down 45% this year and trading at their cheapest valuation in years ahead of Thursday's earnings, with a new CEO from Nike stepping in days later.
Sep 1, 2026
Chevron, Exxon Jump 3% on Iran Strikes — Here's the Real Cost
Chevron and Exxon jumped 3% Monday as renewed U.S.-Iran strikes squeezed Hormuz shipping, part of a war that's added $330 billion to the world's energy import bill since March.
Sep 1, 2026
AVGO Selloff Sets Up Contrarian Buy Ahead of Earnings
Broadcom shares are down mid-teens heading into Tuesday's earnings, but Wall Street analysts and ARK Invest are buying the dip on bets CEO Hock Tan avoids back-to-back soft quarters.
Sep 1, 2026
GameStop's Earnings Beat Is Really an eBay Story in Disguise
GameStop's preliminary Q2 results show shrinking retail sales but doubling profits, driven almost entirely by gains on its eBay stake.
Aug 31, 2026
CrowdStrike Stock Jumps 20% as AI Security Demand Accelerates
CrowdStrike's record quarter and CEO George Kurtz's 'Mythos moment' comments point to a genuine AI-security tailwind, but the stock isn't cheap after the pop.
Aug 31, 2026
Wedbush Raises Nvidia Price Target to $345 After Record Quarter
Nvidia's first-ever full-year guide and a 117% jump in Data Center revenue have Wall Street analysts stretching price targets even higher.
Aug 31, 2026
NVIDIA Just Blew Past Wall Street's Slowdown Fears — Here's the Trade
NVIDIA's Q2 FY2027 report crushed estimates and reset Wall Street's growth expectations for 2028 — here's the stock case and the risk to watch.
Aug 28, 2026
Alphabet's $353M UK Settlement Is a Rounding Error Next to Its AI Bet
Google agreed to pay about $353 million to settle a UK antitrust case over Play Store commissions -- pocket change next to the $195-205 billion it plans to spend on AI infrastructure this year, as Search and Cloud both post double-digit growth.
Aug 28, 2026
Walmart Finally Caves on Apple Pay -- Here's Why It Took So Long
Walmart will accept Apple Pay and Google Pay in all U.S. stores by year-end, ending a years-long holdout built around its own QR-code payment system -- a small win for Apple's services business and a bigger one for shopper convenience.
Aug 28, 2026
Nvidia's Blowout Quarter Just Silenced the AI Bubble Skeptics
Nvidia shares jumped 6.8% after revenue more than doubled to $96.2 billion and the chipmaker issued a rare long-term forecast calling for 70% sales growth next year -- a signal the AI spending boom still has years to run.
Aug 28, 2026
Dollar Tree Beats Q2 Estimates but Stock Slips on Soft Guidance
Dollar Tree posted a massive EPS beat and its best same-store sales growth in years, but shares fell 4% after next quarter's profit guidance missed analyst expectations by more than 36%.
Aug 28, 2026
Marvell Stock Drops 8% Despite Blockbuster 37% Revenue Growth
Marvell shares fell 8% even after beating Q2 revenue estimates and raising its fiscal 2028 outlook to $18 billion, as investors judged the guidance too vague to justify the stock's 184% year-to-date run.
Aug 28, 2026
Salesforce Stock Surges 18% on AI Growth and $2.6B Anthropic Gain
Salesforce shares jumped 18% after crushing Q2 estimates, with a $2.6 billion gain on its Anthropic stake and 240% growth in AI product revenue pushing profit up 87% year over year.
Aug 28, 2026
SpaceX Stock Volatility Has Collapsed -- Here's What Options Traders See Next
SpaceX shares have traded in a tight $10 range for three weeks and implied volatility has more than halved since its debut, as options traders bet the stock's wild post-IPO swings are finally settling down.
Aug 27, 2026
Ultra-Wealthy Family Offices Just Made Their Biggest Stock Bet in Years
Family offices raised their stock allocations to 37% of portfolios in Q2, the largest quarterly jump in years, while trimming real estate and private markets -- a signal that even the most conservative money is leaning into the AI-driven rally.
Aug 27, 2026
Okta Rockets 22% as AI-Agent Security Fears Fuel Cyber Rally
Okta and CrowdStrike both crushed Q2 earnings, sparking a broad cybersecurity rally, but Okta's stock nearly doubled CrowdStrike's move despite posting slower growth -- a sign investors are betting big on identity security for AI agents.
Aug 27, 2026
Marathon and Valero Have Doubled in 2026 -- Can It Continue?
Marathon Petroleum and Valero Energy have more than doubled this year on a historic refining margin surge. Barron's says the rally may have further to run, but the risks are rising too.
Aug 27, 2026
Caterpillar and Cummins Bet Big on AI's Power Hunger
Caterpillar and Cummins are pouring hundreds of millions into generator production as AI data centers become their fastest-growing customer -- a new way to play the AI boom beyond chip stocks.
Aug 27, 2026
Nvidia's $96 Billion Quarter Silences AI Bubble Fears
Nvidia crushed Wall Street forecasts with $96.2 billion in Q2 revenue, up 106% year over year, and guided even higher for Q3 -- easing fears that AI spending is running out of steam.
Aug 27, 2026