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Dell Technologies (DELL) +4.1%
Newsletters

Dell Technologies (DELL) +4.1%

May 22, 2026 Dell Technologies (DELL) +4.1% The infrastructure play nobody’s talking about loudly enough Sponsored First a note from…

May 22, 2026
Your Gold Earns Nothing
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Your Gold Earns Nothing

May 22, 2026 Your Gold Earns Nothing Featured: Walmart Beat on Revenue. Then the Stock Dropped 8%. Sponsored Dear Reader,…

May 22, 2026
Walmart’s quarter was fine. That’s the problem.
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Walmart’s quarter was fine. That’s the problem.

May 21, 2026 Walmart’s Quarter Was Fine. That’s the Problem. A $3B revenue beat, a guidance miss, and a consumer…

May 21, 2026
SpaceX Targets June 12th
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SpaceX Targets June 12th

May 20, 2026 SpaceX Filed for an IPO. The numbers are extraordinary. Some of the fine print is worth reading…

May 20, 2026
The Trade Running While You Watch AI
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The Trade Running While You Watch AI

May 19, 2026 The Trade Running While You Watch AI Heavy assets, low obsolescence. Already working. ☰ Something has been…

May 19, 2026
Warsh just inherited a mess
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Warsh just inherited a mess

May 18, 2026 Warsh Is In. The Calendar Is Loaded. Week of May 18–22, 2026 Three days into the job…

May 18, 2026
The power trade most people are sleeping on
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The power trade most people are sleeping on

May 17, 2026 The Power Trade Most People Are Sleeping On Nuclear, AI demand, and three names worth understanding before…

May 17, 2026
The $185B Missile Buildout Is Real
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The $185B Missile Buildout Is Real

May 16, 2026 The $185B Missile Buildout Is Real What LMT, RTX, NOC, and RKLB are telling traders right now…

May 16, 2026
What actually came out of Beijing
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What actually came out of Beijing

May 15, 2026 All Handshakes, No Deal The Beijing summit wrapped. Investors are still waiting for something real. Here’s where…

May 15, 2026
Cerebras went public today. Here’s what the numbers actually say.
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Cerebras went public today. Here’s what the numbers actually say.

May 14, 2026 Cerebras Systems (CBRS) Is Live. Here’s the Full Picture. Priced at $185. $5.55B raised. $24.6B in backlog.…

May 14, 2026

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  • Dell Technologies (DELL) +4.1%
  • Your Gold Earns Nothing
  • Walmart’s quarter was fine. That’s the problem.
  • SpaceX Targets June 12th
  • The Trade Running While You Watch AI

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