AeroVironment (NASDAQ: AVAV) opened its fiscal 2026 with headline-grabbing growth, reporting first quarter revenue of $454.7 million, a 140% surge year-over-year. The quarter was defined by the company’s recent acquisition of BlueHalo, which contributed $235.2 million in combined product and service revenue, effectively transforming AeroVironment’s scale and positioning in the … [Read more...] about AeroVironment Delivers Record Q1 Revenue But AeroVironment’s Stock Story Rests on Execution
AI Stocks Rise While Job Reports Sour: The Uneasy Balance
The U.S. labor market and the stock market seem to be telling two very different stories. The latest jobs report showed weakness, with outright declines in employment suggesting the economy is slowing. Historically, such numbers would be bad news for equities, since shrinking payrolls mean weaker consumption, softer revenues, and lower corporate earnings. Yet the Nasdaq has … [Read more...] about AI Stocks Rise While Job Reports Sour: The Uneasy Balance
Oracle’s After-Hours Surge and the Signal It Sends Across the AI Sector
Oracle’s sudden spike of more than 20% in after-hours trading following its fiscal Q1 earnings wasn’t about a beat on revenues or EPS, both of which came in slightly soft. Instead, it was about a staggering leap in its booked business for AI-driven cloud infrastructure. The company disclosed that its remaining performance obligations (RPO) ballooned 359% year-over-year to $455 … [Read more...] about Oracle’s After-Hours Surge and the Signal It Sends Across the AI Sector
The Cult of Musk and the $8.5 Trillion Mirage
Elon Musk has cultivated not just companies, but a mythology that now dominates the financial imagination. Tesla’s proposed $1 trillion pay package for him as CEO is not simply compensation—it is spectacle, a ritual affirmation of his status as the indispensable visionary. No board in history has granted a single executive such a prize, and yet Tesla’s directors frame it as … [Read more...] about The Cult of Musk and the $8.5 Trillion Mirage
Resetting AMD Exposure: A Tactical Rotation into AMUU
AMD’s recent 13% slide has shaken investor confidence, but sharp downturns often precede equally sharp recoveries in high-beta growth names. For those sitting on losses, one tactical approach is to sell the underlying AMD shares—locking in a realized loss that could carry tax advantages—and re-enter exposure via AMUU, the 2x leveraged ETF tied to AMD. This rotation reduces … [Read more...] about Resetting AMD Exposure: A Tactical Rotation into AMUU