June 3, 2026 Dollar Tree Just Beat Estimates. The Real Trade Is Bigger Than the Number DLTR: Q1 Fiscal 2026…
Macy’s just put real numbers on the consumer story
June 3, 2026 Macy’s shows brick-and-mortar still has real strength A comp surprise, a guidance raise, and a clearer read…
Forget Oil. This Is Why Iran Was Hit.
June 3, 2026 Forget Oil. This Is Why Iran Was Hit. Featured: Legend Biotech Surges 42% on In Vivo CAR-T Data…
UiPath: The Trading Cheat Sheet
June 2, 2026 UiPath: The Trading Cheat Sheet ARR, guidance, and what really changes the PATH conversation from here Sponsored…
PANW: When Security Spending Becomes a Fixed Cost
June 2, 2026 PANW: When Security Spending Becomes a Fixed Cost Palo Alto Networks and the Case for Recession-Resistant Cyber…
Marvell Gets the Huang Endorsement
June 2, 2026 Marvell Gets the Huang Endorsement What the MRVL Surge Means for Traders Right Now This morning at…
Why Meta Dropped 5% While Hardware Stocks Soared
June 2, 2026 Meta’s 5% Selloff and the Rotation Trade Behind It Meta’s 5% Selloff and the Rotation Trade Behind…
Larry Fink’s “Next 10 Years” Is in This Document
June 1, 2026 Larry Fink’s “Next 10 Years” Is in This Document Featured: Barry Diller Just Made His Move on MGM…
WTI at 97
June 1, 2026 WTI at 97: The Oil Shock Spreading When crude jumps on ceasefire headlines, the first hit shows…
Semiconductor equipment is quietly back in demand
June 1, 2026 Semiconductor Equipment Is the Overlooked AI Buildout Trade Sponsored First a note from Profits Run One of…