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earnings-spotlight

Memory Stocks Rally as Nvidia Flags $270B Supply Crunch

Nvidia just told you where the money flows next. Memory stocks are rallying hard and the $270B forward commitment is the signal retail is finally reading.

Aug 27, 20262 min read

NVDALRCX

breaking-news

Iran Hormuz Standoff: Nvidia's 70% Growth Wins AI Bulls

Nvidia just dropped a 70% growth forecast while Iran holds the Strait of Hormuz hostage. Two massive stories, one very confused market.

Aug 27, 20262 min read

NVDALRCXCRMMETA

market-analysis

Lam Research $LRCX Surges 18%: AI Is Rewriting Chip R&D

Lam Research just posted record revenue, margins, and EPS while announcing a $3B R&D blitz. The AI infrastructure trade has a new face.

Aug 27, 20262 min read

LRCXNVDACRWD

weekly-roundup

Dick's Sporting Goods $DKS Posts Worst Single-Day Drop Ever

Dick's Sporting Goods just posted its worst single-day stock drop ever. The bears are circling, but one very loud bull isn't ready to quit.

Aug 27, 20262 min read

DKSTJXANFURBN

trending-tickers

Salesforce $CRM Jumps 6%: Anthropic Bet Pays Off Big

CRM popped 6% after hours on an Anthropic windfall and raised guidance. Meanwhile, enterprise AI is picking winners fast.

Aug 26, 20262 min read

CRMPLTRNVDA

crypto-watch

China Hacked the Fed and NASA: What It Means for Crypto

China hacked the Fed, NASA, and the DOJ. If that doesn't make you think about Bitcoin differently, what will?

Aug 26, 20262 min read

BTCETH

earnings-spotlight

Kohl's $KSS Raises Earnings Outlook But Sales Still Falling

Kohl's raised its annual earnings outlook and the internet noticed. But with sales still declining, is this a turnaround or just a prettier version of the same problem?

Aug 26, 20262 min read

KSSVFC

market-analysis

US Debt Hits $40T: What $683K Per Family Means for Markets

The US national debt just crossed $40 trillion. Every American family's share is $683K. And the people who should be fixing it are arguing about bond buybacks.

Aug 26, 20262 min read

GLD

youtube-insights

Druckenmiller vs. Bessent: The $4B Bond Buyback Fight Explained

Stan Druckenmiller went full op-ed on Treasury Secretary Bessent's bond buyback plan. When the guy who shorted the pound in 1992 says you're wrong, maybe listen.

Aug 26, 20262 min read

weekly-roundup

US-Canada Trade War Escalates: $110B Hit to Auto Sector

Canada just went dollar-for-dollar with US tariffs, talks collapsed Saturday night, and the auto sector is staring down a $110B hole. Here's what social sentiment is saying.

Aug 26, 20262 min read

INTUSYREEXPEMRVL

trending-tickers

Nvidia $NVDA Earnings: Two Stocks Drive 32% of S&P 500 Growth

Nvidia reports Wednesday and it's not just one stock's problem. Two chips, one week, and roughly a third of S&P 500 earnings growth on the line.

Aug 26, 20262 min read

NVDAMRVLMU

earnings-spotlight

Intuit $INTU Drops 3% Pre-Earnings: Can TurboTax Survive AI?

Intuit falls 3% ahead of earnings as Wall Street asks the uncomfortable question: why pay for TurboTax when Claude does it free?

Aug 25, 20262 min read

INTU

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