Hope you didn’t go all-in on 0DTE AI calls today… unless, of course, you enjoy donating money to market makers. For example, Marvell actually beat earnings expectations and still got sent to the shadow realm, dropping 18%. If that’s not a sign this market is cooked, I don’t know what is. And if you thought the pain stopped there… oh buddy, it gets worse. The Dow cratered 550 points (-1.3%), the S&P 500 tanked 2%, and the Nasdaq got body-slammed nearly 3...
Marvell just got absolutely steamrolled by Wall Street, dropping nearly 18% in a single trading session. And no, it wasn’t because they missed earnings—because they didn’t. In fact, they actually hit expectations dead-on. But in today’s AI-fueled mania, just showing up to the game isn’t enough. Investors want moonshot numbers, and Marvell delivered… well, a decent effort. (Source: Giphy) In short, revenue for the quarter came in at $1.82 billi...
Congressional stock trading is usually a game of “watch what they do, not what they say.” Everyone loves to track the big names… Pelosi, Crenshaw, or any other political household name whose brokerage account seems to operate on some kind of cheat code. But the real action is often in the trades that don’t make headlines. So, let’s talk about Rep. Mark Green of Tennessee… a man whose opponents have been roasting him for his stock trades for years. And...
Well it appears Disney just channeled it’s inner “DOGE” energy as the company just eliminated 6% of its news and entertainment division, showing once again that Mickey Mouse plays hardball when the spreadsheets demand blood. The Mouse House is axing nearly 200 jobs from ABC News and shuttering… checks notes… Nate Silver's once-celebrated data journalism site 538. (Source: Yahoo Finance) In short, the cuts primarily hit ABC News, where managemen...
Nothing good happens at midnight… unless you count bad life choices and texts you wish you could unsend. But now, we can add “trade war escalation” to the list. While normal people were drooling on their pillows, Trump went full tariff mode (again), punching Canada and Mexico right in the face with a 25% tax and cranking up China’s tab to 20%. Naturally, America’s neighbors were thrilled (not even close). Justin Trudeau, still trying to convince everyone he&...
Let’s play a game of “Guess That Billionaire.” Here’s the setup: A CEO wakes up one day, looks at his company’s stock, and decides, “Screw it, I’m buying.” Not just a little… $2.69 billion worth. If you guessed Jeffrey Walker, CEO and 10% owner of Alliance Entertainment Holding Corp, congrats… you win absolutely nothing. But hey, knowledge is power. According to a recent SEC filing, Walker increased his direct stake in t...
Congressional stock trading is usually a game of “watch what they do, not what they say.” Everyone loves to track the big names… Pelosi, Crenshaw, or any other political household name whose brokerage account seems to operate on some kind of cheat code. But the real action is often in the trades that don’t make headlines. So, let’s talk about Rep. Mark Green of Tennessee… a man whose opponents have been roasting him for his stock trades for years. And...
If you’ve been on Fintwit today, you’ve realized that most people ONLY buy stocks when they’re hitting new highs. And then they wonder why they get left holding the bag. But here’s a novel idea… maybe, just maybe, the best time to buy a great stock isn’t after it’s doubled in a month, but when it’s at a discount. Wild concept, right? And with that, I want to talk about Amkor Technology, a key behind-the-scenes player in the semiconductor wo...
The second it became clear Trump was heading back to the White House, I had one immediate thought: maybe interest rates will finally go lower so I can refinance my house green energy stocks are about to get curb-stomped. I mean, we’ve seen this movie before. Back in 2020, when Biden took over, everyone and their eco-friendly cousin jumped into solar stocks. The Invesco Solar ETF (TAN) rocketed 450% in less than a year. Why? Because Biden was handing out green energy subsidies to any...
Mark Cuban just told Elon Musk and the Trump administration: "You break it, you buy it." In what seems like a wild twist in chaos management, billionaire Mark Cuban stepped into the federal tech layoff havoc over the weekend with a massive mic drop moment. After Musk’s Department of Government Efficiency (DOGE) helped gut the government's digital services team, Cuban slid into the Bluesky DMs of these newly unemployed tech workers with a surprisingly generous offer: he's...
Mayoshi Son’s desperate attempt at keeping up with that “dog” mentality Jensen Huang has (read: Arm Holdings), has just secured a $250 million payday from Malaysia—proving once again that in today's semiconductor wars, intellectual property is king. The best part? It all involves a quick handing over of its precious chip blueprints to Malaysia’s government. Easy. (Source: Giphy) In short, Malaysia has spent decades as the packaging and test...
Microsoft is on a breakup spree, and it’s getting expensive. First, it finally decided to put Skype out of its misery… 14 years and $14.5 billion later. And now? It’s ghosting CoreWeave, the AI data center superstar that was hoping for a historic $35 billion IPO next month (which would be the biggest this year). In case you’re not a tech nerd… CoreWeave is a cloud computing provider (originally founded as Atlantic Crypto) that switched from mining crypto to...
For a fast-food chain that’s had more meat scandals than a 2000s bodybuilding forum (you know what I’m talking about), Taco Bell is absolutely crushing it. You might remember the time they tested their ground beef and (whoops) found horse meat. Or when they got sued over their meat allegedly being only 35% actual meat (the other 65%? Mysteries that should’ve stayed buried). But since Brian Niccol, the LeBron James of fast food CEOs, dipped in 2018, Taco Bell’s stock has s...
Well, would ya look at that. Novo Nordisk just decided to play "The Price is Right" with its diabetes cash cow Wegovy. The Danish drug giant slashed prices to $499 monthly for the uninsured crowd, down from a wallet-melting $650. Its stock immediately jumped to $91.16 as investors celebrated this "generous" 23% discount on a drug that originally cost the uninsured over $1,000 per month. How nice. (Source: Giphy) In short, Novo's discount comes precisely on...
Alright, I swore we wouldn’t make today all about Trump’s tariffs… but here we are, stuck in what feels like Groundhog Day: Trade War Edition. So, before we relive the same tariff drama for the hundredth time, let’s switch things up… Big Pharma’s got a fresh new scheme cooked up, and trust me, it’s a doozy. Novo Nordisk just took a long, hard look at Hims & Hers and decided, “Yeah, we’ll have some of that.” They’re la...
Great news, everyone: affordable mass destruction now fits neatly into our governments defense budget. How so? Well because Lockheed Martin has officially introduced its latest product—an "affordable" $150,000 cruise missile with a 500-mile range. Live look at Dick Cheney right now… In short, Scott Callaway, Lockheed's Director of Affordable Mass (that’s a real job title), explained the new missile concept, named the "Common Multi-Mission Tru...
We all know that Walgreens has a fever, but apparently the only medicine that matters is a quick dose of private equity attention. In short, Walgreens had a day yesterday as Sycamore Partners is reportedly close to sealing a deal to scoop up the troubled pharmacy giant for around $10 billion, or roughly $11.30 to $11.40 per share. As expected, investors are cheering, though it’s unclear if this is genuine relief or just Stockholm syndrome setting in at this point. (Source: Giphy)&nb...
Welp, Crowdstrike just posted a massive earnings beat, and somehow still managed to disappoint pretty much everyone. The infamous cybersecurity giant reported adjusted EPS of $1.03 per share, easily surpassing the consensus estimate of $0.86, while revenues clocked in at $1.06 billion against expectations of $1.03 billion. Solid numbers? Yes… however, that’s about where the good news ends. (Source: Giphy) As it turns out, investors these days are harder to impress th...
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