stocks
Adobe has been sentenced by the market as an AI casualty — but tomorrow's earnings may reveal it's actually the enterprise AI layer every company desperately needs, hiding in plain sight at a five-year valuation low.
stocks
While headlines obsessed over Iran and oil, the real market story unfolded in the shadows — an AI giant rewrote the enterprise spending narrative, a biotech icon lost its founders, and gold's quiet climb is signaling something far bigger than a temporary oil shock.
stocks
In six days, Jensen Huang steps onstage in San Jose and the AI world holds its breath. But history says the real opportunity won't be in the keynote — it will come in the quiet days after, when the crowd sells and the patient investor builds.
stocks
When oil hit a level not seen in years and the Dow plunged toward crash territory, it looked like the market was finally breaking. Then Trump spoke — and everything reversed in one of the most dramatic single sessions this year.
nvda
NVIDIA just guided $78 billion for next quarter — with zero China revenue assumed — and the stock is sitting 16% below its highs. GTC 2026 opens in seven days, Vera Rubin is about to launch, and the bears are distracted by oil.
macro
Three economic prints this week carry the power to either confirm or bury the stagflation story haunting markets since the jobs shock. The verdict will reshape positioning across every major asset class for the rest of Q2.
stocks
The war doesn't have an exit ramp yet, the Fed can't cut its way out of $91 oil, and Oracle is about to tell us whether AI spending survives a geopolitical shock. Week 2 of the Iran war is where market narratives either hold or crack.
stocks
The jobs market and oil just delivered a simultaneous gut-punch to the American economic story — and buried in the wreckage is a private credit warning that makes this feel like more than just a bad week.
stocks
Greg Abel's first move as Berkshire's CEO wasn't a speech or a strategy deck — it was the most credible insider buy signal in corporate America, delivered in the middle of a market rattled by oil shocks and jobs weakness.
stocks
1. HEADLINE VIEW Oil hit its highest level since July 2024 — crossing $81 a barrel — after Iran claimed it struck a tanker in the Strait of Hormuz and tanker traffic through the crucial waterway ground to a halt. Airlines fell 5-7%. Industrials dropped 2.35%. Dow components Goldman Sachs, Walmart,
semiconductors
Marvell Technology (MRVL) Q4 FY2026 Deep Dive: The AI Connectivity King's Defining Night Price as of March 5, 2026: ~$78.09 | 52-Week Range: $47.09–$102.77 | Market Cap: ~$68B The Setup Marvell Technology reports Q4 FY2026 earnings tonight after the bell, and the timing couldn't
stocks
COST: $1,006.74 (March 4, 2026 close) | 52-week range: $844–$1,067 | Up +17% YTD Costco reports Q2 FY2026 earnings after the bell tonight. Wall Street expects $4.55 EPS and $69.3 billion in revenue, up about 9% from a year ago. The stock is up 17% year-to-date,