MRVL surged 247% in 2026 on Jensen Huang's endorsement, then sold off hard. The business underneath that...
A $250 billion wipeout in one day, two Nobel-caliber researchers gone, and a free cash flow cliff...
GE Vernova's backlog hit $163 billion. The stock just pulled back. Here's what that gap means for...
NuScale just hit a new near-term high after the HIPS safety contract. The TVA program, the $1B...
Small caps are up 21% in 2026, lapping large-cap peers. Thursday's PCE number could flip the entire...
Jensen Huang called it the next trillion-dollar company. Wall Street's average price target still sits below where...
Optimus V3 mass production is weeks away. This is the most consequential pivot in Tesla's history —...
The U.S. is now spending more on debt service than on national defense. Markets haven't connected those...
Software just outran semiconductors in May. Most investors missed it.