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Walmart Earnings Are Strong, But The Real Risk Isn’t In The Numbers
Consumer & Retail
Ishan Majumdar
-
February 17, 2026
Walmart reports earnings on February 19, and few large-cap names enter the print with momentum this clean. The stock has surged more than 12%...
Technology & AI
Reality Check: Why Meta’s Smart Glasses Dream Isn’t The Growth Engine You Think It Is
Consumer & Retail
Walmart Earnings Are Strong, But The Real Risk Isn’t In The Numbers
Energy
U.S. Gas Prices Are Sliding—THESE Stocks Tell A Different Story!
Industrials
BorgWarner’s AI Pivot Is Powering A Re-Rating — But Where Could The Story Crack?
Technology & AI
Reality Check: Why Meta’s Smart Glasses Dream Isn’t The Growth Engine You Think It Is
0
When you look past the headlines, the story around...
Consumer & Retail
Walmart Earnings Are Strong, But The Real Risk Isn’t In The Numbers
0
Walmart reports earnings on February 19, and few large-cap...
Energy
U.S. Gas Prices Are Sliding—THESE Stocks Tell A Different Story!
0
U.S. natural gas prices have slipped into a different...
Industrials
BorgWarner’s AI Pivot Is Powering A Re-Rating — But Where Could The Story Crack?
0
BorgWarner has quietly engineered one of the more dramatic...
Miscellaneous
Trump’s Climate Reversal Just Reset The Earnings Map For Utilities, Autos, & Oil
0
The Trump administration has formally revoked the Environmental Protection...
Miscellaneous
Tri Pointe Homes Buyout Shock: Why Sumitomo Forestry Is Paying A 29% Premium
0
When Tri Pointe Homes (NYSE:TPH) announced that it had...
Technology & AI
Reality Check: Why Meta’s Smart Glasses Dream Isn’t The Growth Engine You Think It Is
Apple vs Micron: In a Memory Supercycle, Who Really Wins?
Is Nvidia’s China Comeback A Win Or A Structural RISK?
Is Microsoft Winning AI — Or Just Funding Its Rivals?
Consumer & Retail
Walmart Earnings Are Strong, But The Real Risk Isn’t In The Numbers
Is Target’s Leadership RESET Enough To Change The Story?
Is Amazon’s $50 Billion OpenAI Deal Really About AI — Or Just AWS Market Share?
Amazon Just Cut 16,000—but the REAL SHIFT Is How It’s Flattening Itself
Healthcare
Did Moderna’s Flu Rejection Signal A Deeper FDA SHIFT?
Hims & Hers Just Went Big on Cancer—But the DOJ Is Watching
Pfizer Takes On Eli Lilly & Novo: Who Gets OUTPLAYED in the Obesity Arms Race?
UnitedHealth CRASHES After Shocking Medicare Ruling — The Fallout Explained!
Recent Posts
Reality Check: Why Meta’s Smart Glasses Dream Isn’t The Growth Engine You Think It Is
Technology & AI
Ishan Majumdar
-
February 17, 2026
When you look past the headlines, the story around Meta Platforms (NASDAQ:META) and smart glasses is surprisingly grounded. Yes,...
Walmart Earnings Are Strong, But The Real Risk Isn’t In The Numbers
Consumer & Retail
Ishan Majumdar
-
February 17, 2026
Walmart reports earnings on February 19, and few large-cap names enter the print with momentum this clean. The stock...
U.S. Gas Prices Are Sliding—THESE Stocks Tell A Different Story!
Energy
Ishan M.
-
February 16, 2026
U.S. natural gas prices have slipped into a different regime faster than many investors expected. In early Asian trading...
BorgWarner’s AI Pivot Is Powering A Re-Rating — But Where Could The Story Crack?
Industrials
Ishan M.
-
February 16, 2026
BorgWarner has quietly engineered one of the more dramatic sentiment reversals in the auto supply space. The stock has...
Trump’s Climate Reversal Just Reset The Earnings Map For Utilities, Autos, & Oil
Miscellaneous
Ishan M.
-
February 16, 2026
The Trump administration has formally revoked the Environmental Protection Agency’s 2009 “endangerment finding,” the legal foundation that allowed federal...
Tri Pointe Homes Buyout Shock: Why Sumitomo Forestry Is Paying A 29% Premium
Miscellaneous
Ishan M.
-
February 16, 2026
When Tri Pointe Homes (NYSE:TPH) announced that it had agreed to be acquired by Japan-based Sumitomo Forestry in a...
Apple vs Micron: In a Memory Supercycle, Who Really Wins?
Technology & AI
Ishan Majumdar
-
February 13, 2026
Memory prices are rising, supply remains tight, and the AI buildout is absorbing more capacity than the industry can...
Did Moderna’s Flu Rejection Signal A Deeper FDA SHIFT?
Healthcare
Ishan Majumdar
-
February 12, 2026
Moderna’s seasonal flu vaccine application was refused review by the FDA, triggering an immediate stock decline. The agency issued...
Is Target’s Leadership RESET Enough To Change The Story?
Consumer & Retail
Ishan M.
-
February 11, 2026
Target’s new CEO moved quickly. An executive shake-up and hundreds of job cuts were announced to redirect capital toward...
Is The Activist Case Against Warner Netflix About Value Or Control?
Media & Entertainment
Ishan Majumdar
-
February 11, 2026
Warner Bros. Discovery agreed to sell its studios and HBO Max to Netflix, locking in a signed transaction that...
Is Eli Lilly’s Orna Acquisition About RNA Or Something MUCH BIGGER?
M&A
Ishan Majumdar
-
February 10, 2026
Eli Lilly’s move to acquire Orna Therapeutics landed quietly, framed as another pipeline add-on in a year already defined...
Did The Rio Tinto–Glencore Deal Fail Because Copper Is TOO Strategic?
Industrials
Ishan Majumdar
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February 9, 2026
Rio Tinto and Glencore walked away from merger talks that would have reshaped global copper supply. The deal collapsed...
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Consumer & Retail
Walmart Earnings Are Strong, But The Real Risk Isn’t In The Numbers
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Reality Check: Why Meta’s Smart Glasses Dream Isn’t The Growth Engine You Think It Is
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U.S. Gas Prices Are Sliding—THESE Stocks Tell A Different Story!
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Trump’s Climate Reversal Just Reset The Earnings Map For Utilities, Autos, & Oil
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