AI-powered market analysis and insights

Iran peace talks sent oil tumbling and stocks to all-time highs — but ARM jumping 11% and CRDO up 87% in a month are the moves worth actually talking about.

INTC already ran 13%. So where's the next leg of the AI infrastructure trade? Hint: it rhymes with 'smell' and has a very bullish chart.

Palantir posted 85% revenue growth and is raising guidance by $1B. Meanwhile, Altimeter just ditched Microsoft for NVDA and memory chips. Here's what the buzz is actually saying.

Nokia just hit its highest price since 2010. BMW is eating a 25% tariff sandwich. And oil above $101 is quietly breaking the market's brain. Let's talk.

Spirit is cooked, Berkshire's new era opened with a banger quarter, and $101 oil is the villain nobody wanted. The feeds are loud this week.

BRK.B is flush with $397B cash, oil's physical-paper spread hit $35 — a historic record — and Spirit Airlines is officially a ghost. Here's what the buzz means.

AMD is up 62% YTD and reporting Tuesday. Spirit Airlines has a 77% shutdown probability on Polymarket. Roblox dropped 18% in one day. Buckle up.

Alphabet's 63% cloud growth broke the internet (in a good way). Qualcomm quietly had its best day in 7 years. Roblox? Don't ask.

Alphabet moonwalks +6% after hours while Meta fumbles a $10B capex grenade. The cloud wars have a clear winner this quarter.

SOFI has A+ growth grades and an F profitability score. VISA just beat estimates with 17% revenue growth. HOOD missed badly. Pick your fighter.

MU up 5.6%, SNDK up 8% in a single session after Melius calls memory 'core to AI coverage.' The crowd is catching on — are you late?

United's CEO confirmed he personally approached American Airlines about a merger, X Energy IPO'd at a 10x gain, and the Strait of Hormuz is now an aluminum problem too. Wild week.