June 3, 2026 Forget Oil. This Is Why Iran Was Hit. Featured: Legend Biotech Surges 42% on In Vivo CAR-T Data…
UiPath: The Trading Cheat Sheet
June 2, 2026 UiPath: The Trading Cheat Sheet ARR, guidance, and what really changes the PATH conversation from here Sponsored…
PANW: When Security Spending Becomes a Fixed Cost
June 2, 2026 PANW: When Security Spending Becomes a Fixed Cost Palo Alto Networks and the Case for Recession-Resistant Cyber…
Marvell Gets the Huang Endorsement
June 2, 2026 Marvell Gets the Huang Endorsement What the MRVL Surge Means for Traders Right Now This morning at…
Why Meta Dropped 5% While Hardware Stocks Soared
June 2, 2026 Meta’s 5% Selloff and the Rotation Trade Behind It Meta’s 5% Selloff and the Rotation Trade Behind…
Larry Fink’s “Next 10 Years” Is in This Document
June 1, 2026 Larry Fink’s “Next 10 Years” Is in This Document Featured: Barry Diller Just Made His Move on MGM…
WTI at 97
June 1, 2026 WTI at 97: The Oil Shock Spreading When crude jumps on ceasefire headlines, the first hit shows…
Semiconductor equipment is quietly back in demand
June 1, 2026 Semiconductor Equipment Is the Overlooked AI Buildout Trade Sponsored First a note from Profits Run One of…
The weirdest thing happens almost every Monday at 9:30am.
May 31, 2026 The weirdest thing happens almost every Monday at 9:30am. Featured: Homebuilders This Week: CPI, LEN, FOMC Sponsored The…
Streaming’s Second Act: Ads Are Now the Score
May 31, 2026 Streaming’s Second Act: Ads Are Now the Score Netflix, Disney, and Roku are chasing the same ad…