The biggest AI listing in history is coming. The smart trade might not be Anthropic itself.
Economy
Global military budgets are rising for the 11th straight year. The procurement cycle is only now accelerating.
Samsara just posted its third straight quarter of GAAP profitability. The market hasn't fully caught up.
Jensen Huang just signaled the next phase of Nvidia's expansion — and it has nothing to do...
While the market debates AI valuations, AVGO just posted numbers that make the argument irrelevant.
SpaceX hits the Nasdaq on June 12. The hype is real. So are the questions worth asking...
Jensen Huang called MRVL "the next trillion-dollar company" — what that actually means for investors
Defense spending is hitting levels not seen in decades — and the compounding thesis for the sector...
Agentforce crossed $1B in ARR. The options market saw a ±7.49% expected move. Here's where the trade...
Enterprise security spending is accelerating past analyst estimates, and the options market is starting to notice
