One of the S&P 500’s top stocks of 2026 just entered correction territory. The fundamental case hasn’t...
Year: 2026
Revenue up 40% and a $7.7B backlog. The real debate is the valuation.
A NAND supercycle, a Goldman target hike, and a Q4 earnings catalyst converge on August 5.
A Meta nuclear PPA and record EBITDA are not yet in the price.
A Meta nuclear PPA and record Q1 adjusted EBITDA are not yet in the price.
A historic Q2 beat and raised guidance just reopened the managed care trade.
A broad Q2 earnings beat is telling a story most investors missed.
480K deliveries already beat the Street. Now margins and Cybercab have to do the work.
Washington is flooding the zone with drone money. The real bottleneck isn't drones — it's who builds...
