CrowdStrike heads into its August 26 earnings report carrying momentum that has surprised Wall Street eight times in a row, and the setup heading into fiscal Q2 2027 suggests investors may want to pay…
The man who called the 2008 housing collapse is walking into Nvidia's most consequential earnings report short the stock and long something Wall Street won't go near. His reasoning reveals a contrarian thesis that…
AppLovin's stock cratered more than 50% this year despite posting earnings growth that most software companies would envy, and at least one major Wall Street bank thinks the selloff created a once-in-a-cycle gap between…
J.P. Morgan's technical team sees deteriorating market internals and a pattern eerily similar to the months before the 1999 tech crash. Five dividend-paying stocks across defensive sectors may offer shelter if the autumn sell-off…
Bill Gates's private investment vehicle has quietly stacked shares of a waste hauler across four straight trading sessions, betting on a thesis that half of Wall Street refuses to endorse. Here is what the…
The Iran war has the oil world bracing for catastrophic Hormuz shipping costs, but TotalEnergies CEO Patrick Pouyanne just dropped a number that reframes the entire crisis and hands a surprising advantage to one…
Canon is quietly aiming its nanoimprint technology at the exact wafer segments ASML prefers to ignore, and a single memory design win could rewrite the competitive math for fab equipment investors.
DraftKings just posted its first-ever profitable year, yet its longest-standing bull on Wall Street walked away from the stock. Here is what spooked Argus and whether the rest of the Street is paying attention.
Strategy holds nearly a billion bitcoin and a balance sheet that needs capital markets to stay open forever. Whether the recent 28% weekly surge signals a turning point or a trap depends entirely on…
Wall Street analysts reshuffled the deck on Monday with a wave of upgrades, downgrades, and fresh initiations spanning pharma giants, fast-casual chains, and streaming players. Find out which names got bullish bets and which…
Benchmark's top analyst just slashed his Strategy price target and still calls for a triple from current levels, but the market keeps punishing shares as bitcoin bleeds and retail bets on collapse. Who has…
Delek US Holdings has surged past its own analyst targets after a stunning 215% one-year run, and its CEO just said all options are on the table. The question is whether any strategic buyer…
Bears insist smarter AI agents will shrink the GPU compute bill, and that argument sounds reasonable until you do the math on what an agent actually burns per task.
NVIDIA sells the infrastructure powering the AI era while Apple bets the compute battle gets won at the edge, and right now both strategies are printing money. Which position actually controls the stack that…
Peter Thiel's firm just filed a strikingly focused $418 million portfolio that ignores chips entirely and bets everything on a single constraint choking the AI boom before it can fully ignite.
