When the Lights Almost Went Out
July 27, 2026 When the Lights Almost Went Out Heat waves plus AI demand just exposed a grid that was…
Broadcom Is Down ~22% From Its High. September 3 Is the Reset.
AI semiconductor revenue guided up 200%+ for Q3. The stock is not reflecting it.
Credo Technology Is Down 30% From Its High. The Optics Bet Is Just Starting.
Revenue tripled in fiscal 2026 and 80%+ growth is guided for next year.
Qualcomm Just Raised Prices by Double Digits. July 29 Is the Real Test.
A smartphone chip giant targeting $15B+ in AI data center revenue just told every customer their costs are going up.
NextEra Reports Today. The AI Power Bet Just Got Much Bigger.
A $66.8B Dominion deal puts NEE at the center of America’s AI electricity buildout.
WBD Is Trading ~20% Below the Offer Price. The Deal Just Got Delayed to 2027.
A ~$110 billion merger hit a wall this week. The arbitrage math is complicated.
SMCI Is Up 20% After Hours. August 11 Is the Real Test.
A $60B order surge and margins nearly twice the prior forecast just hit. Now the governance overhang has to get answered.
Wall Street dumped Oracle. The Pentagon didn’t.
July 24, 2026 Oracle: Hated by Markets, Chosen by the Pentagon A $7B defense deal on a deeply discounted stock…
SLB Is Down 37% From Its Peak. The Company Is Not the Same One.
An oilfield giant is rebuilding its business around modular data center infrastructure and power. Q2 earnings land today.
EQT Just Rallied 8% on a Headline Miss
The market ignored the numbers and bought the strategy instead.