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    Breaking news and analysis from the financial markets

    May 26, 2026 · Tue

    Ross Stores Just Posted 17% Comp Sales Growth and 37% Earnings Growth — And It Tells You Exactly Where Consumers Are Heading

    Ross Stores (ROST) crushes Q1 estimates with a staggering 17% comp sales surge and $2.02 EPS, proving the consumer trade-down economy is officially here.

    May 25, 2026 · Mon

    SpaceX Just Filed for the Biggest IPO in History — And the Numbers Are Wilder Than You'd Expect

    SpaceX files for a historic $80B IPO at a $1.7T valuation. Inside the S-1: massive Starlink profits, accelerating losses, and Elon Musk's wild Mars targets.

    May 24, 2026 · Sun

    Walmart Just Beat Revenue Estimates by $3 Billion — And the Stock Still Dropped 7%

    Walmart stock plunged 7.2% despite a massive $177.8B revenue beat. Inside the retail giant's warning on rising gas prices and inflation.

    May 23, 2026 · Sat

    IBM Just Landed a $1 Billion Government Deal to Build America's First Quantum Chip Factory — And the Stock Exploded 12%

    IBM stock surged 12.5% after a $1B CHIPS Act award to build America's first quantum chip foundry. Inside the $2B government bet on the quantum revolution.

    May 22, 2026 · Fri

    NVIDIA Just Reported $82 Billion in Revenue and Guided Even Higher — And the Stock Didn't Budge

    NVIDIA crushed Q1 earnings with $81.6B in revenue, but the stock barely moved. Discover why Wall Street "yawns" at blowout AI results and what it means.

    May 21, 2026 · Thu

    TJX Just Posted a 29% Earnings Surge While the Rest of Wall Street Sank — And That Should Worry You

    TJX Companies crushes Q1 earnings as stressed consumers trade down. See how TJ Maxx and HomeGoods beat Wall Street expectations amid rising market pressure.

    May 20, 2026 · Wed

    Seagate's CEO Just Admitted the Company Can't Build Fast Enough for AI — And the Stock Dropped 7%

    Seagate drops 7% on overwhelming AI storage demand, while Google and Blackstone launch a $25B cloud venture to challenge the neocloud market.

    May 19, 2026 · Tue

    Applied Materials Just Posted Its Best Quarter in 25 Years — And the Stock Still Dropped

    Applied Materials (AMAT) posted its best quarter in 25 years with record AI-driven earnings, yet the stock dropped 5.4%.

    May 18, 2026 · Mon

    Kevin Warsh Just Became the Most Important Person on Wall Street — Here's Why That Should Make You Nervous

    Kevin Warsh takes over as Fed Chair, inheriting a brutal economic puzzle: 3.8% inflation, soaring oil prices, and an AI stock boom. Read what’s next for policy.

    May 17, 2026 · Sun

    Trump Left Beijing Saying "Fantastic" — The Market's Verdict Was a Lot Less Enthusiastic

    Discover why Wall Street wasn't impressed by the Trump-Xi summit. Get insights on the Boeing deal, Nvidia H200 chip diplomacy, and the looming Taiwan risk.

    Showing 171 - 180 of 682 posts

    Dylan Jovine

    Dylan Jovine

    CEO & Chief Analyst

    With 30+ years of experience in independent research, Dylan shares daily insights on where Wall Street isn't looking.

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