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Is SpaceX Asking $1.75 Trillion For A Company Truly Worth NO MORE THAN $780 Billion?

The largest IPO in history just launched its roadshow. Here's what Wall Street keeps getting wrong about it. Let's start with the number everyone is...

Broadcom Said 3 Words That Killed The Narrative: “WE ARE CHIPS ONLY!”A

Let's do the math quickly. Broadcom (NASDAQ:AVGO) just reported $10.8...

Berkshire Paid BELOW Market for Alphabet & the Stock Fell; Who’s WRONG?

Let's start with the weird part. On Monday, Alphabet (NASDAQ:...

Toms Capital Just Put McCormick’s Flavor Empire In Focus

McCormick & Company (NYSE:MKC) is not usually the kind...

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Is SpaceX Asking $1.75 Trillion For A Company Truly Worth NO MORE THAN $780 Billion?

The largest IPO in history just launched its roadshow. Here's what Wall Street keeps getting wrong about it. Let's start...

Broadcom Said 3 Words That Killed The Narrative: “WE ARE CHIPS ONLY!”A

Let's do the math quickly. Broadcom (NASDAQ:AVGO) just reported $10.8 billion in AI chip revenue for a single quarter. That's...

Connectivity Is The New AI Bottleneck; ONE Company Has A Monopoly On The Bridge!

Let's start with the headline. At a major tech event in Taiwan last week, Nvidia (NASDAQ: NVDA) CEO Jensen Huang...

Berkshire Paid BELOW Market for Alphabet & the Stock Fell; Who’s WRONG?

Let's start with the weird part. On Monday, Alphabet (NASDAQ: GOOGL) — Google's parent company — announced it's raising $80...

The Saaspocalypse Narrative Is Not Dead; But It Just Lost Its Most Important Assumption!

Two software earnings reports landed in the same week and collectively produced the most substantive challenge to the SaaSpocalypse...

Toms Capital Just Put McCormick’s Flavor Empire In Focus

McCormick & Company (NYSE:MKC) is not usually the kind of stock that screams boardroom drama. Most people know it...

Dell Beat By 26%. We Got 3 Things Right. One Signal STILL ISN’T PRICED!

Yesterday morning, before Dell Technologies (NYSE:DELL) reported, we at Baptista Research asked three specific questions. First: would the AI...

Exxon’s $5 Billion Gamble: Venezuela Goldmine Or Trap?

Exxon Mobil (NYSE:XOM) may be staring at one of the strangest oil opportunities in the world right now. Venezuela...

Dell Reports Today. The Revenue Beat Is Already Priced. The Margin Is Not!

Dell Technologies (NYSE:DELL) reports its fiscal Q1 2027 results after the market closes today, May 28, with a 4:30...

Micron Hits $1 Trillion On A UBS Call; Northland Just Called It BORROWED TIME!

Tuesday, May 26, 2026 will be remembered as the day Micron Technology (NASDAQ:MU) entered the trillion-dollar club. Shares surged...

Salesforce Reports In 24 Hours. The Street Is Split by $242. Someone Is About To Be Very Wrong.

Salesforce (NYSE:CRM) reports its Q1 fiscal 2027 results on Wednesday, May 27 — and the setup is unlike anything...

The “One Big Beautiful Bill” Just Passed; ExxonMobil Wins, UnitedHealth Bleeds, and Sunrun Is in Trouble

By a margin of one vote — 215 to 214 — the U.S. House of Representatives passed the "One...

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