A guidance miss sent the stock to a two-year low. The real story is what comes next.
Chips Are in a Bear Market. Tuesday Is the Reset.
Alphabet and Tesla report July 22. Their capex numbers decide what happens to every semiconductor stock on the board.
Sandisk Is Down 42% From Its High. August 5 Is the Reset.
A NAND supercycle, a Goldman target hike, and a Q4 earnings catalyst converge on August 5.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the price.
Western Digital Is Down 35% From Its High. July 29 Is the Only Date Left.
A Chinese IPO threat, a merger revival, and a sector rotation all hit at once.
Vertiv Is Down 20% From Its High. July 29 Could Change That.
AI's heat problem is a $15 billion backlog. Q2 earnings are two weeks away.
TSMC Reports Tomorrow. The Entire AI Trade Hangs on It.
A $40B revenue target, a 2nm ramp, and guidance that will move every chip stock on the board.
The Pentagon Has a Hard Deadline. There Are Only Two Companies That Can Meet It.
A January 2027 ban on Chinese rare earth magnets just became the most overlooked supply shock in defense history.
Goldman Sachs Just Had Its Best Quarter Ever
A $7.42B equities-trading record, 92% EPS growth, and a stock at new highs heading into Q3.
The Gas Nobody Talks About Is Quietly Holding AI Hostage
Inside the invisible material shortage throttling the world's most advanced chip factories.