China Just Dropped Kimi K3. The Chip Selloff Is Not Over.
A 2.8 trillion parameter model just triggered the second DeepSeek moment in 18 months.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and strong EBITDA are not yet in the price.
Chips Are in a Bear Market. Tuesday Is the Reset.
Alphabet and Tesla report July 22. Their capex numbers decide what happens to every semiconductor stock on the board.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the price.
Vertex Just Spent $10 Billion to Stop Being a One-Disease Company
The Crinetics deal is expected to close in Q3. August 3 is what investors need to watch.
SpaceX Is Back at Its IPO Price. Tonight Changes Everything.
Starship Flight 13 is the first real test of whether the hype was ever justified.
TSMC Reports Tomorrow. The Entire AI Trade Hangs on It.
A $40B revenue target, a 2nm ramp, and guidance that will move every chip stock on the board.
Apple Reports July 30. A Leadership Change Makes It Bigger.
Tim Cook’s final earnings call as CEO could be the most watched in years.
Constellation Energy Is Down About 38% From Its High. Nuclear Just Became the AI Trade.
Q1 revenue beat estimates by about 24%. The selloff may be the opening.
The $12.5 Trillion Demographic Wave Wall Street Keeps Misprice
America’s aging population isn’t just a healthcare story. It’s a home infrastructure story.