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Day: July 14, 2026

GE Vernova Is Up 76% This Year. The Grid Just Became an AI Trade.
Economy

GE Vernova Is Up 76% This Year. The Grid Just Became an AI Trade.

Q2 earnings on July 22 could be the next big catalyst.

July 14, 2026
Meta wants to sell AI compute. Now what?
Newsletters

Meta wants to sell AI compute. Now what?

July 14, 2026 Meta’s Next Business Might Surprise You Cloud capacity for sale, Iris chips in September, and earnings on…

July 14, 2026
Eli Lilly Is Growing Like a Software Company. The Valuation Debate Is Getting Loud.
General

Eli Lilly Is Growing Like a Software Company. The Valuation Debate Is Getting Loud.

Mounjaro sales up 125% in Q1. A new pill just launched. Q2 earnings could reset the story again.

July 14, 2026

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Latest Posts

  • GE Vernova Is Up 76% This Year. The Grid Just Became an AI Trade.
  • Meta wants to sell AI compute. Now what?
  • Eli Lilly Is Growing Like a Software Company. The Valuation Debate Is Getting Loud.
  • The Pentagon Has a Hard Deadline. There Are Only Two Companies That Can Meet It.
  • BABA jumped 11%. Now what?

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