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AVGO Is Down ~25% From Its High. The Apple Deal Just Changed the Math. c39661bc-4f80-4089-9fd4-2e44429dfd73
  • Politics

AVGO Is Down ~25% From Its High. The Apple Deal Just Changed the Math.

Bull Bear Daily July 8, 2026
Broadcom's Apple extension through 2031 lands at exactly the right moment.
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Bank Earnings Start July 14. The Bar Is Already High. 7b951340-26f2-45bd-b762-04977b8dc88b
  • Business

Bank Earnings Start July 14. The Bar Is Already High.

Bull Bear Daily July 8, 2026
Record M&A, a trading boom, and five giant banks report the same morning.
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Delta Reports Friday. The Fuel Story Changed. a9049db9-f51e-4b4a-8f34-41cb9aa27b54
  • Economy

Delta Reports Friday. The Fuel Story Changed.

Bull Bear Daily July 7, 2026
A $2 billion cost headwind may be smaller than feared — and the summer travel season is...
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The Number Nobody Checks When They Buy a Dividend Stock f1a1b562-1889-4b11-8977-b95cac849277
  • Business

The Number Nobody Checks When They Buy a Dividend Stock

Bull Bear Daily July 7, 2026
Yield on cost is the metric that separates real wealth builders from income chasers.
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Dell Just Jumped 8% on a Presidential Shoutout. The Real Trade Is Underneath It. 96c5810f-c479-4669-8e8c-f590f52c37f4
  • Politics

Dell Just Jumped 8% on a Presidential Shoutout. The Real Trade Is Underneath It.

Bull Bear Daily July 6, 2026
Trump's endorsement moved $15 billion in market value. The AI server backlog might move even more.
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Wall Street Is Watching the Wrong Side of the Insurance Trade 311e9a65-9305-4b06-91ab-d96db5617926
  • Business

Wall Street Is Watching the Wrong Side of the Insurance Trade

Bull Bear Daily July 6, 2026
Reinsurance just got 15% cheaper. Primary insurers are quietly printing record margins.
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CrowdStrike Beat. Raised. Split. And the Stock Fell Anyway. bc24ddfd-0b8d-4c44-b331-28caeddd2e4d
  • Politics

CrowdStrike Beat. Raised. Split. And the Stock Fell Anyway.

Bull Bear Daily July 5, 2026
The Q2 FY2027 report due this month will decide whether that drop was a gift.
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The Trade Desk Is Down About 75% From Its Peak. Its Business Is Still Growing. 271c21cd-1b7c-465d-b664-4a3ec5897c94
  • Politics

The Trade Desk Is Down About 75% From Its Peak. Its Business Is Still Growing.

Bull Bear Daily July 5, 2026
Revenue keeps climbing while the stock trades near multi-year lows.
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The U.S. Government Is About to Own a Piece of OpenAI 26f65fa6-e975-4026-8462-4af799d4fec4
  • Business

The U.S. Government Is About to Own a Piece of OpenAI

Bull Bear Daily July 4, 2026
A $42 billion equity stake proposal just changed the AI regulation story permanently.
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Big Pharma Has $1.3 Trillion to Spend. The Clock Is Running. d62172c1-087a-4597-ae65-d5cf8110de3a
  • Politics

Big Pharma Has $1.3 Trillion to Spend. The Clock Is Running.

Bull Bear Daily July 4, 2026
A patent cliff with a known deadline is forcing the largest acquisition wave in biopharma history.
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