Articles

Palantir’s Moment of Truth: Blowout Q4 or Valuation Reckoning for AI’s Most Controversial Stock

Yesterday
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Gavin Maguire
Palantir’s Moment of Truth: Blowout Q4 or Valuation Reckoning for AI’s Most Controversial Stock - Article cover image

Oracle’s $50B AI Build-Out Shock: Why Equity, Not Debt, Is Now the Real Battleground

Yesterday
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Gavin Maguire
Oracle’s $50B AI Build-Out Shock: Why Equity, Not Debt, Is Now the Real Battleground - Article cover image

Disney Beats, Stock Pops and Rolls— Is This the 200-Day Breakout?

Yesterday
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Gavin Maguire
Disney Beats, Stock Pops and Rolls— Is This the 200-Day Breakout? - Article cover image

Hot PPI Collides With a New Fed Era: Inflation Refuses to Cooperate as Warsh Steps In

01/30
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Gavin Maguire
Hot PPI Collides With a New Fed Era: Inflation Refuses to Cooperate as Warsh Steps In - Article cover image

NAND Goes Vertical: Sandisk’s AI-Fueled Earnings Shock Ignites a New Memory Supercycle

01/30
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Gavin Maguire
NAND Goes Vertical: Sandisk’s AI-Fueled Earnings Shock Ignites a New Memory Supercycle - Article cover image

Markets Have Already Picked the Next Fed Chair — Now They’re Waiting for Trump to Say the Name

01/29
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Gavin Maguire
Markets Have Already Picked the Next Fed Chair — Now They’re Waiting for Trump to Say the Name - Article cover image

Apple’s “Staggering” iPhone Quarter Silences Margin Fears

01/29
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Gavin Maguire
Apple’s “Staggering” iPhone Quarter Silences Margin Fears - Article cover image

SanDisk’s Earnings Are Tonight — And After A 129% YTD Rip, “Good” Might Not Be Good Enough

01/29
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Gavin Maguire
SanDisk’s Earnings Are Tonight — And After A 129% YTD Rip, “Good” Might Not Be Good Enough - Article cover image

Apple Earnings Preview: Demand Strength Meets Margin Scrutiny

01/29
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Gavin Maguire
Apple Earnings Preview: Demand Strength Meets Margin Scrutiny - Article cover image

IBM’s “Boring Tech” Moment Is Over: Cash Flow Pops, AI Delivers, and the Stock Finally Gets Paid

01/29
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Gavin Maguire
IBM’s “Boring Tech” Moment Is Over: Cash Flow Pops, AI Delivers, and the Stock Finally Gets Paid - Article cover image

Microsoft Smashes Estimates — Then the Stock Craters: The Azure “Miss,” $37.5B AI Capex Shock, and the $450 Line in the Sand

01/28
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Gavin Maguire
Microsoft Smashes Estimates — Then the Stock Craters: The Azure “Miss,” $37.5B AI Capex Shock, and the $450 Line in the Sand - Article cover image

Tesla Beats Q4 Estimates, but the Stock Slips as Musk Doubles Down on AI, Robots, and a $20B CapEx Shock

01/28
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Gavin Maguire
Tesla Beats Q4 Estimates, but the Stock Slips as Musk Doubles Down on AI, Robots, and a $20B CapEx Shock - Article cover image

Meta’s Ad Machine Is on Fire — And It’s Willing to Spend $135B on AI to Keep It That Way

01/28
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Gavin Maguire
Meta’s Ad Machine Is on Fire — And It’s Willing to Spend $135B on AI to Keep It That Way - Article cover image

Powell Hits Pause — and Raises the Bar: Why the Fed’s “Neutral” Talk Sounds More Hawkish Than It Looks

01/28
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Gavin Maguire
Powell Hits Pause — and Raises the Bar: Why the Fed’s “Neutral” Talk Sounds More Hawkish Than It Looks - Article cover image

ASML Ignites the AI Capex Boom as Orders Smash Estimates and Shares Break Out

01/28
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Gavin Maguire
ASML Ignites the AI Capex Boom as Orders Smash Estimates and Shares Break Out - Article cover image

Seagate Blows Past Earnings as HAMR Margins Surge and Guidance Jumps

01/27
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Gavin Maguire
Seagate Blows Past Earnings as HAMR Margins Surge and Guidance Jumps - Article cover image

Seagate Heads to Earnings Confessional: HAMR Margins, Cloud Demand, and a High Bar to Clear

01/27
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Gavin Maguire
Seagate Heads to Earnings Confessional: HAMR Margins, Cloud Demand, and a High Bar to Clear - Article cover image

GM Smashes the Bear Case: Buybacks, Dividends, and a Cleaner 2026 Outlook Send Shares Soaring

01/27
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Gavin Maguire
GM Smashes the Bear Case: Buybacks, Dividends, and a Cleaner 2026 Outlook Send Shares Soaring - Article cover image

Medicare Shock Hits Healthcare Stocks: CMS Pulls the Reimbursement Rug as UnitedHealth Craters Through Key Support

01/27
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Gavin Maguire
Medicare Shock Hits Healthcare Stocks: CMS Pulls the Reimbursement Rug as UnitedHealth Craters Through Key Support - Article cover image

TACO Tuesday?: Trump Threatens South Korea With 25% Tariffs — Markets Yawn

01/27
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Gavin Maguire
TACO Tuesday?: Trump Threatens South Korea With 25% Tariffs — Markets Yawn - Article cover image

Tesla Earnings: Low Bar, High Drama — One Robotaxi Update Could Make (or Break) the Stock

01/26
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Gavin Maguire
Tesla Earnings: Low Bar, High Drama — One Robotaxi Update Could Make (or Break) the Stock - Article cover image

Meta’s Earnings Aren’t the Story — Zuckerberg’s 2026 Spending Plan Is

01/26
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Gavin Maguire
Meta’s Earnings Aren’t the Story — Zuckerberg’s 2026 Spending Plan Is - Article cover image

Microsoft’s Earnings Are a CapEx Lie Detector: Azure Must Hit, Maia 200 Must Impress, and the Stock Needs a 200-Day Comeback

01/26
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Gavin Maguire
Microsoft’s Earnings Are a CapEx Lie Detector: Azure Must Hit, Maia 200 Must Impress, and the Stock Needs a 200-Day Comeback - Article cover image

Wall Street’s “Sell America” Alarm Is Blinking Again — And This Week’s Fed + Big Tech Earnings Could Decide If It Spreads

01/26
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Gavin Maguire
Wall Street’s “Sell America” Alarm Is Blinking Again — And This Week’s Fed + Big Tech Earnings Could Decide If It Spreads - Article cover image

Powell’s Last Stand? Trump Speaks Tuesday, Then the Fed Hits the Button Wednesday

01/25
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Gavin Maguire
Powell’s Last Stand? Trump Speaks Tuesday, Then the Fed Hits the Button Wednesday - Article cover image

Global PMIs Signal a Two-Speed Economy — Growth Is Alive, But It’s Not Evenly Distributed

01/23
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Gavin Maguire
Global PMIs Signal a Two-Speed Economy — Growth Is Alive, But It’s Not Evenly Distributed - Article cover image

BoJ Holds Rates, But Japan’s Bond Shockwaves Are Back — And Global Markets Should Be Nervous

01/23
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Gavin Maguire
BoJ Holds Rates, But Japan’s Bond Shockwaves Are Back — And Global Markets Should Be Nervous - Article cover image

Intel Just Beat Earnings — So Why Did the Stock Get Crushed Back to $48?

01/23
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Gavin Maguire
Intel Just Beat Earnings — So Why Did the Stock Get Crushed Back to $48? - Article cover image

OpenAI’s $800B Cash Grab Could Decide If the AI Data Center Boom Lives—or Dies in 2026

01/22
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Gavin Maguire
OpenAI’s $800B Cash Grab Could Decide If the AI Data Center Boom Lives—or Dies in 2026 - Article cover image

Intel’s Make-or-Break Earnings: After a 4-Year Breakout, Is $48 the Trapdoor?

01/22
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Gavin Maguire
Intel’s Make-or-Break Earnings: After a 4-Year Breakout, Is $48 the Trapdoor? - Article cover image