The Power Stock AI Can’t Live Without
Vistra Energy is quietly cornering the market on something every data center desperately needs.
Vistra Energy is quietly cornering the market on something every data center desperately needs.
MRVL posted record revenue and a wave of analyst upgrades. The question is whether the tape has already priced the future.
AMZN moved Prime Day to June — earlier, longer, and with more at stake than any prior edition. Here’s the setup.
Three years of underperformance, a 20% valuation discount, and a mean-reversion case that’s getting harder to ignore.
Marvell Technology is no longer flying under the radar, and the case for owning it goes well beyond one speech.
CRM delivered record Q1 FY2027 results powered by Agentforce — but the price action tells a more complicated story that options traders were already pricing in.
The Nuvalent acquisition is the biggest biopharma deal of the week — and it’s rewriting the playbook for lung cancer investing.
The Claude maker confidentially filed its S-1 at a $965B valuation. The real story isn’t Anthropic — it’s what this does to the listed AI complex.
Marvell Technology (MRVL) may be the most important chip company most investors still haven’t fully priced.
Q1 blowout, raised guidance, oral GLP-1 coverage expansion — LLY is redefining what a pharmaceutical platform looks like.