Day: May 29, 2026

LLY and the GLP-1 Franchise: What the Options Market Knows That the Headlines Don’t b7313fbf-ebed-483b-8254-22ed5e315625

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LLY and the GLP-1 Franchise: What the Options Market Knows That the Headlines Don’t

Market Spectator May 29, 2026

Eli Lilly's Q1 blowout reset the ceiling — and the options flow is telling a very specific...

Palantir Is Not an AI Hype Story Anymore 74f93bfb-5a92-4b2f-830a-0a696325170a

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Palantir Is Not an AI Hype Story Anymore

Market Spectator May 29, 2026

The numbers from Q1 2026 are too big to talk around — and the market still hasn't...

Nvidia Just Printed $81.6 Billion and the Stock Went Down. Here’s What the Tape Is Really Telling You. 75962f66-78bc-409a-bdd2-0011e20d52ec

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Nvidia Just Printed $81.6 Billion and the Stock Went Down. Here’s What the Tape Is Really Telling You.

Market Spectator May 29, 2026

NVDA beat hard, guided higher, and still slipped. The market's reaction might be the most important signal...

The Power Grid Is Cracking Under the Weight of AI. One Stock Is the Cleanest Way to Play It. a5c94683-cbfe-41aa-936a-afe53ef20b1d

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The Power Grid Is Cracking Under the Weight of AI. One Stock Is the Cleanest Way to Play It.

Market Spectator May 29, 2026

Everyone is chasing the chip trade. The real bottleneck -- and the real opportunity -- is the...

XLE and the Hormuz Premium: The Energy Sector’s Options Market Is Pricing a Regime Change 276d8fa5-a553-4133-8931-ac86ab244750

276d8fa5-a553-4133-8931-ac86ab244750

XLE and the Hormuz Premium: The Energy Sector’s Options Market Is Pricing a Regime Change

Market Spectator May 29, 2026

With oil supply down 12.8 million barrels per day and Brent swinging $44 in a single month,...

Rigetti Computing (RGTI): The Quantum Stock the Government Just Bet $100 Million On 1519e6f5-7e47-466b-84d0-c1cb63b5c176

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Rigetti Computing (RGTI): The Quantum Stock the Government Just Bet $100 Million On

Market Spectator May 29, 2026

A landmark CHIPS Act deal and a commercial hardware breakthrough are changing the conversation around this volatile...