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trending-tickers

MSFT Raises $25B in Bonds While GOOGL Drops $470B in One Day

One raised $25B with 4.6x oversubscription. The other lost $470B in a single session. The AI trade has officially picked its winners.

Oct 29, 20262 min read

MSFTGOOGLRDDT

weekly-roundup

Ford (F) PEG at 0.25: The Cheapest Big Auto Stock Nobody Is Talking About

Ford raised full-year EBIT guidance to up to $11B, with a PEG ratio of 0.25 that makes GM look expensive. Here's why sentiment is finally catching up.

Oct 29, 20262 min read

GM

market-analysis

LLY Up 20% YTD: Is the Obesity Drug Trade Still Early?

Eli Lilly just raised full-year guidance for the third time. Merck's Keytruda is flexing too. The pharma trade is alive, and the numbers are hard to argue with.

Oct 29, 20262 min read

LLYMRK

breaking-news

Iran War Is Costing US Consumers at the Pump and the Grocery Store

The Iran war isn't just a foreign policy story anymore. It's showing up in your grocery cart, your airline ticket, and a $47B Pentagon tab.

Oct 29, 20262 min read

ULFDXUSO

hidden-gems

3 Hidden-Gem Small-Caps Riding the AI Cybersecurity Wave

Alphabet is melting down, the Fed is playing coy, and meanwhile three small-caps nobody's talking about are quietly doing the work.

Oct 29, 20262 min read

CXAICLPSGOOGL

earnings-spotlight

ServiceNow (NOW) Beats on Revenue But Misses EPS by $0.02: Buy the Dip?

ServiceNow beat on revenue and RPO but missed EPS by $0.02. CEO Bill McDermott says it's the Armis deal, not the business. Is he right?

Oct 29, 20262 min read

GOOGL

weekly-roundup

Alphabet Drops 7.5% on $1.5B Search Miss: The AI Trade Cracks

GOOGL tanked 7.5% after-hours, Boeing hit an 18-month low, and Anthropic revealed $16B in revenue. This week had range.

Oct 29, 20262 min read

GOOGLBAAAPLMSFT

market-analysis

Fed Holds at 4% While Wall Street Argues About What It Means

The Fed held rates at 3.75-4% while sounding hawkish. Markets didn't care. The Nasdaq is up 1.18% and everyone is confused in the best way.

Oct 28, 20262 min read

MSFTGOOGLHOOD

youtube-insights

GE Vernova (GEV) Backlog Hits $197B: The AI Power Play Nobody Warned You About

GE Vernova's backlog hit $197B, organic orders surged 96%, and management keeps raising guidance. The bull case is real. The valuation grade is an F.

Oct 28, 20262 min read

GEVVRTNVDA

crypto-watch

Bitcoin Altcoin Buzz Explodes as BTC Holds $70K Support

BTC is holding $70K like a champ while Iran war noise rattles equities. But the real action on X? Altcoin season whispers are getting loud.

Oct 28, 20262 min read

BTCETH

hidden-gems

Ultra Clean Holdings (UCT) Surges 17%: The Chip Stock Nobody Talks About

UCT just popped 17% after-hours. Seagate beat estimates and got punished anyway. And a seismic-sensing dark fiber play is hiding in plain sight.

Oct 28, 20262 min read

STXCLFD

trending-tickers

SK Hynix Profit Up 7x and Memory Sold Out Through 2029

SK Hynix posted a sevenfold profit jump and memory sold out through 2029. Meanwhile Samsung surged 8% on the news. Here's why this is the real chip story.

Oct 28, 20262 min read

AMDAVGO