Q2 revenue up 196% year-over-year. HBM sold out through 2026. Wall Street is racing to raise targets. The story is more structural than most realize.
A proposed $1.5 trillion FY2027 request, a $700 billion backlog, and a sector that has quietly outperformed. The real opportunity may be in the names Wall Street skips.
June 19, 2026 Intel Jumped 10% on a Post No confirmation. Just a lot of price action and unanswered questions.…
SNDK’s AI storage supercycle is real. Whether the valuation has run too far ahead of even a great story is the debate no one wants to have.
A $63 billion backlog and a power generation arm tied to AI data centers are rewriting what CAT actually is.
June 18, 2026 The Fuel Retailer No One Is Talking About Murphy USA just posted a massive beat. The multiple…
NVDA’s landmark bond deal drew about $85 billion in demand. Now the market wants to know what the money is actually for.
Bitcoin’s Iran deal bounce lifts MSTR, COIN, MARA and HOOD heading into a pivotal FOMC week.
June 17, 2026 KLAC Is At a Decision Point What happens in the first 30 minutes could set the tone…
NATO rearmament, Middle East operations, and a record U.S. defense budget have defense names flying. The primes look crowded. The drone plays don’t.
