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Kratos Defense Is Down 34% This Year. The Backlog Tells a Different Story. 6a1d76b0-0cc3-464f-84e2-b2fffe7120b7
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Kratos Defense Is Down 34% This Year. The Backlog Tells a Different Story.

Market Spectator June 27, 2026
KTOS has pulled back hard. The contract wins keep coming anyway.
Read More Read more about Kratos Defense Is Down 34% This Year. The Backlog Tells a Different Story.
SpaceX Pulled Back 32%. The Real Question Is What Comes Next. 91673375-50fa-4d04-8697-052e318638eb
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SpaceX Pulled Back 32%. The Real Question Is What Comes Next.

Market Spectator June 26, 2026
SPCX went public in the largest IPO in history. Now bargain hunters want to know if the...
Read More Read more about SpaceX Pulled Back 32%. The Real Question Is What Comes Next.
Nike Reports June 30. The Bar Is So Low It Might Actually Matter. 280a9e63-2573-4970-9b89-aa2e77105dc4
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Nike Reports June 30. The Bar Is So Low It Might Actually Matter.

Market Spectator June 26, 2026
NKE is down 44% from its high, trading at an 11-year low, with a tariff refund nobody...
Read More Read more about Nike Reports June 30. The Bar Is So Low It Might Actually Matter.
Darden Just Reported. The FY2027 Guide Is the Only Number That Matters. 420e6d0a-59c1-4e93-b6f4-4971315cdd40
  • Economy

Darden Just Reported. The FY2027 Guide Is the Only Number That Matters.

Market Spectator June 25, 2026
LongHorn is the standout. But what Olive Garden is quietly signaling about the consumer is the real...
Read More Read more about Darden Just Reported. The FY2027 Guide Is the Only Number That Matters.
GEV Is Up 72% This Year. The Real Question Starts Now. 67cb3aba-fa25-460f-a221-264df042f167
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GEV Is Up 72% This Year. The Real Question Starts Now.

Market Spectator June 25, 2026
GE Vernova's backlog hit $163 billion. The stock just pulled back. Here's what that gap means for...
Read More Read more about GEV Is Up 72% This Year. The Real Question Starts Now.
IBM Just Got a Double Catalyst. The July 22 Earnings Date Is Where It Gets Complicated. 0f66c113-da81-439e-b872-8c7cc3c148d5
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IBM Just Got a Double Catalyst. The July 22 Earnings Date Is Where It Gets Complicated.

Market Spectator June 24, 2026
Trump’s June 22 quantum executive orders and a JPMorgan upgrade fired IBM up about 5% on a...
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Alphabet Just Lost Two of Its Best AI Minds in One Week 6baa3ae7-a90a-48df-90a3-70f7de077440
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Alphabet Just Lost Two of Its Best AI Minds in One Week

Market Spectator June 24, 2026
A steep one-day drop, an $84.75B equity raise, and a stock still well off its high. Here's...
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Micron Reports Tomorrow. The Numbers Are Almost Beside the Point. 9364c93c-68a8-48c4-902b-d8cdb392d294
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Micron Reports Tomorrow. The Numbers Are Almost Beside the Point.

Market Spectator June 23, 2026
With HBM supply for calendar 2026 fully allocated and incremental dollars increasingly dropping to gross profit, the...
Read More Read more about Micron Reports Tomorrow. The Numbers Are Almost Beside the Point.
NVDA Has a $5 Trillion Market Cap and a Stockholder Meeting Tomorrow 63d60305-86ef-414a-bf8d-8d95c4bd900e
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NVDA Has a $5 Trillion Market Cap and a Stockholder Meeting Tomorrow

Market Spectator June 23, 2026
The Blackwell ramp, Vera CPU debut, and a multiyear SK hynix partnership are the real agenda items....
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SMR Is Up 19% in a Week. The Paragon Deal Is Not the Reason to Watch It. a2539fd6-cca5-4ddc-a7e8-b997b2e2f27d
  • Business

SMR Is Up 19% in a Week. The Paragon Deal Is Not the Reason to Watch It.

Market Spectator June 22, 2026
NuScale just hit a new near-term high after the HIPS safety contract. The TVA program, the $1B...
Read More Read more about SMR Is Up 19% in a Week. The Paragon Deal Is Not the Reason to Watch It.

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