Kevin Warsh just replaced Jerome Powell. Inflation is at 3.8%. The FedWatch Tool is pricing in rate hikes, not cuts. And the S&P 500 is historically expensive. Traders need a framework for what comes next.
AI data centers are signing decade-long power agreements with nuclear operators. Uranium near $86/lb. SMRs moving from concept to construction. Here’s how to think about the entry.
Eli Lilly’s Q1 blowout reset the ceiling — and the options flow is telling a very specific story
Custom silicon, record revenue, and a $100B runway — this is not your average chip story.
NVIDIA’s Q1 FY2027 earnings crushed expectations – and the options market is still digesting what it means.
NVDA just delivered $81.6B in revenue and record net income. The post-earnings drift tells a more complicated story.
Record revenue. Record guidance. And the stock still drifted lower. Here’s what that tells options traders right now.
The biggest put buying eruption in TLT in recent memory just happened. This is not a drill.
Spot gold is near historic highs even as the Fed stays hawkish – and the options skew is revealing which way smart money is leaning.
Between Iran ceasefire signals, record backlogs, and Palantir’s 85% revenue surge, the defense sector just got a lot more complicated.
