Articles

Nike Beats — and Gets Punished: Why Wall Street Is Sending NKE Back Toward the $52 Danger Zone

1h ago
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Gavin Maguire
Nike Beats — and Gets Punished: Why Wall Street Is Sending NKE Back Toward the $52 Danger Zone - Article cover image

FedEx Delivers a Blowout Quarter: Beat, Raise, and a Clear Runway Toward a $300+ Breakout

Yesterday
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Gavin Maguire
FedEx Delivers a Blowout Quarter: Beat, Raise, and a Clear Runway Toward a $300+ Breakout - Article cover image

Nike’s Make-or-Break Quarter: Can a Turnaround Push NKE Past the 200-Day—or Is Another Fade Coming?

Yesterday
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Gavin Maguire
Nike’s Make-or-Break Quarter: Can a Turnaround Push NKE Past the 200-Day—or Is Another Fade Coming? - Article cover image

FedEx Heads Into Earnings With Everything on the Line: Can Network 2.0 and U.S. Demand Power a Breakout Above $300?

Yesterday
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Gavin Maguire
FedEx Heads Into Earnings With Everything on the Line: Can Network 2.0 and U.S. Demand Power a Breakout Above $300? - Article cover image

Micron Just Broke the AI Doubt Trade: Record Margins, Locked-In Demand, and a Valuation That Still Doesn’t Make Sense

Yesterday
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Gavin Maguire
Micron Just Broke the AI Doubt Trade: Record Margins, Locked-In Demand, and a Valuation That Still Doesn’t Make Sense - Article cover image

Micron Just Blew the Doors Off the AI Memory Trade — Massive Beats, Locked-In Pricing, and Margins Going Parabolic

12/17
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Gavin Maguire
Micron Just Blew the Doors Off the AI Memory Trade — Massive Beats, Locked-In Pricing, and Margins Going Parabolic - Article cover image

CPI Without a Pulse: Markets Brace for a Noisy Inflation Print That Could Whipsaw Rates and Stocks

12/17
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Gavin Maguire
CPI Without a Pulse: Markets Brace for a Noisy Inflation Print That Could Whipsaw Rates and Stocks - Article cover image

The $6 Billion Healthcare IPO Test: Medline Hits the Market as Wall Street Bets on Boring, Durable Growth

12/17
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Gavin Maguire
The $6 Billion Healthcare IPO Test: Medline Hits the Market as Wall Street Bets on Boring, Durable Growth - Article cover image

AI Under the Microscope: Jabil’s Blowout Quarter Calms Nerves Ahead of Micron’s Big Test

12/17
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Gavin Maguire
AI Under the Microscope: Jabil’s Blowout Quarter Calms Nerves Ahead of Micron’s Big Test - Article cover image

Homebuilders Crack Under Pressure: Lennar Breaks Key Support as Incentives Surge and Margins Sink

12/17
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Gavin Maguire
Homebuilders Crack Under Pressure: Lennar Breaks Key Support as Incentives Surge and Margins Sink - Article cover image

Three Central Banks, One Big Risk: Why Japan’s Decision Could Matter More Than Everyone Thinks

12/16
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Gavin Maguire
Three Central Banks, One Big Risk: Why Japan’s Decision Could Matter More Than Everyone Thinks - Article cover image

Jobs Report Chaos: Payrolls Beat, Unemployment Jumps—and the Fed’s Next Cut Clock Keeps Ticking

12/16
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Gavin Maguire
Jobs Report Chaos: Payrolls Beat, Unemployment Jumps—and the Fed’s Next Cut Clock Keeps Ticking - Article cover image

Ford Hits the Brakes on Big EVs: $19.5B Write-Down, a Hard Pivot to Hybrids—and Wall Street Cheers

12/16
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Gavin Maguire
Ford Hits the Brakes on Big EVs: $19.5B Write-Down, a Hard Pivot to Hybrids—and Wall Street Cheers - Article cover image

This Jobs Report Could Rewrite the Fed’s Rate-Cut Timeline — Even If the Data Is a Mess

12/15
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Gavin Maguire
This Jobs Report Could Rewrite the Fed’s Rate-Cut Timeline — Even If the Data Is a Mess - Article cover image

Micron Is About to Face Its Biggest Test Yet — One Sentence on This Earnings Call Could Decide the Stock’s Fate

12/15
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Gavin Maguire
Micron Is About to Face Its Biggest Test Yet — One Sentence on This Earnings Call Could Decide the Stock’s Fate - Article cover image

China’s Growth Engine Is Still Stalling — and the Latest Data Shows Beijing Is Running Out of Easy Fixes

12/15
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Gavin Maguire
China’s Growth Engine Is Still Stalling — and the Latest Data Shows Beijing Is Running Out of Easy Fixes - Article cover image

Costco Beat Earnings Again — and the Market Still Isn’t Impressed

12/12
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Gavin Maguire
Costco Beat Earnings Again — and the Market Still Isn’t Impressed - Article cover image

Broadcom Beat, Raised, and Still Sold Off: Why ‘Good’ AI Earnings Aren’t Good Enough Anymore

12/12
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Gavin Maguire
Broadcom Beat, Raised, and Still Sold Off: Why ‘Good’ AI Earnings Aren’t Good Enough Anymore - Article cover image

Wall Street Is Bracing for the Biggest IPO in History — And It Might Reshape the Entire Space Economy

12/11
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Gavin Maguire
Wall Street Is Bracing for the Biggest IPO in History — And It Might Reshape the Entire Space Economy - Article cover image

Costco Faces Its Most Important Earnings in Years: Tariffs, Membership Risks, and a Surprise Setup

12/11
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Gavin Maguire
Costco Faces Its Most Important Earnings in Years: Tariffs, Membership Risks, and a Surprise Setup - Article cover image

Adobe’s Not Dead Yet: AI Surge, Big Beats, and a Bold FY26 Outlook Flip the Narrative

12/11
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Gavin Maguire
Adobe’s Not Dead Yet: AI Surge, Big Beats, and a Bold FY26 Outlook Flip the Narrative - Article cover image

Oracle Promised an AI Future—Wall Street Saw a Debt Spiral Instead

12/11
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Gavin Maguire
Oracle Promised an AI Future—Wall Street Saw a Debt Spiral Instead - Article cover image

Oracle Just Posted a Half-Trillion Dollar Backlog—So Why Did the Stock Get Crushed 10% After Hours?

12/10
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Gavin Maguire
Oracle Just Posted a Half-Trillion Dollar Backlog—So Why Did the Stock Get Crushed 10% After Hours? - Article cover image

Fed Turns on the Liquidity Faucet as Powell Signals Neutral: Why Markets Smell a Year-End Rally

12/10
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Gavin Maguire
Fed Turns on the Liquidity Faucet as Powell Signals Neutral: Why Markets Smell a Year-End Rally - Article cover image

A Quietly Bullish Fed Move Is Fueling the Year-End Rally Just as Critics Expected Turbulence

12/10
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Gavin Maguire
A Quietly Bullish Fed Move Is Fueling the Year-End Rally Just as Critics Expected Turbulence - Article cover image

What to Watch This Afternoon at the Federal Reserve: Powell, Policy, and the Final Mile to Neutral

12/10
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Gavin Maguire
What to Watch This Afternoon at the Federal Reserve: Powell, Policy, and the Final Mile to Neutral - Article cover image

GE Vernova Drops the Mic: Exploding AI Power Demand, Buybacks, and a 2028 Profit Surge

12/10
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Gavin Maguire
GE Vernova Drops the Mic: Exploding AI Power Demand, Buybacks, and a 2028 Profit Surge - Article cover image

Brookfield’s $10 Trillion AI Land Grab: The Data Center Real Estate Boom Is Just Getting Started

12/09
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Gavin Maguire
Brookfield’s $10 Trillion AI Land Grab: The Data Center Real Estate Boom Is Just Getting Started - Article cover image

JPMorgan Just Spooked Wall Street — And the Dow Paid the Price

12/09
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Gavin Maguire
JPMorgan Just Spooked Wall Street — And the Dow Paid the Price - Article cover image

Broadcom’s AI Supercycle Test: Will Thursday’s Earnings Prove It’s the Next Nvidia?

12/09
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Gavin Maguire
Broadcom’s AI Supercycle Test: Will Thursday’s Earnings Prove It’s the Next Nvidia? - Article cover image