Netflix Is Down 39% From Its High. July 16 Changes Everything.

The Stress Test Results Are Out Today. Here Is What the Banks Actually Win.

This is not about capital ratios. It is about the dividend and buyback wave that comes next.

AMD Got Dragged Down by a Sector That Had Nothing to Do With AMD

The June chip selloff wiped ~11% off a stock that reported a beat, signed a 6GW Meta deal, and just got a Citi upgrade. The options structure is worth watching.

Palantir’s War Economy Moment

Where AI software meets the most urgent spending cycle in a generation

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