SpaceX Is Down ~36% From Its IPO Peak. August 6 Is When the Float Changes.
Starlink at ~10.3M subscribers, ~$4.7B in Q1 revenue, and a lockup window that could rewrite the supply-demand equation.
Category: Business
The AI Chip Crisis Nobody Is Measuring Correctly
Inside the invisible yield bottleneck deciding which AI factories actually ship.
The Law That Rewired Global Drug Manufacturing
A single piece of legislation just forced every major pharma company to find new factories overnight.
Eli Lilly Is Down From Its High. Its Business Has Never Been Stronger.
Q1 revenue grew 56% and Mounjaro just became the world’s best-selling drug.
MSFT Is Down ~30% From Its High and Reports July 29
Azure grew 40% last quarter. The stock is trading like it didn’t.
JPMorgan Reports Tuesday. The Whole Market Will Be Watching.
Q2 bank earnings kick off July 14 and set the tone for the rest of the season.
IWM’s Best First Half Since 1991. Now Someone Bet $20M It Gets Messy.
The small-cap rotation trade is real. But the options market just flagged something worth watching.
SK Hynix Lists on Nasdaq Tomorrow. It Could Be the Biggest ADR Debut Ever.
The company powering Nvidia’s AI chips is about to land on U.S. exchanges under ticker SKHY.
Delta Reports Friday. The Fuel Story Changed.
A $2 billion cost headwind may be smaller than feared — and the summer travel season is peaking right now.
Microsoft Is Down ~30% From Its Peak. July 28 Is the Number That Matters.
A ~$190B capex bet, Azure at 40% growth, and a stock trading near 52-week lows heading into FY26 Q4 earnings.