Broadcom and Marvell both reported blowout AI numbers, but they are playing completely different games inside the same semiconductor supercycle, and choosing between them means deciding which kind of risk you actually want.
TD Cowen just broke from Wall Street consensus with a striking AWS revenue call that puts its forecast far above what most analysts are willing to model, and the reasoning behind that gap reveals…
Nebius stock shed more than 21% in a single week despite blowout revenue growth, leaving investors torn between a debt-fueled collapse and a generational buying opportunity hiding in plain sight.
A top Barclays biopharma analyst says the forces that froze biotech dealmaking are breaking apart, and the pharma giants shopping for acquisitions have very specific reasons they cannot afford to stop.
KLA Corporation just reported its fifth consecutive earnings beat and raised its outlook, yet the stock sits nearly 40% below its 52-week high. Something is driving that gap, and understanding it separates a value…
Anthropic is racing toward a $2 trillion IPO on explosive revenue growth, but a fresh report from the Financial Times has exposed a crack in the business model that investors cannot afford to ignore.
A prediction market near certainty, buyout rumors from a major private equity firm, and four straight earnings beats have put Workday in a position few enterprise software stocks ever occupy heading into a quarterly…
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.
