Company breakdowns, IPO files and market notes. Every piece is tagged to the tickers and companies it covers, so it surfaces when you search that name.
August 5, 2026 · ANTHROPIC · NVDA · MSFT · AMZN · GOOGL · PLTR · AVGO · CRWV · SMCI · TSM
Anthropic IPO valuation target explained. Annualized revenue is expected to cross 80 billion in August and pass 100 billion in 2026, with roughly 70 billion trailing revenue projected by July 2027. Here is the Anthropic valuation math behind a 2 to 3 trillion dollar target, what the last private round says, whether you can buy Anthropic stock before the listing, and why this IPO prices every other AI name on the board.
Read the fileAugust 5, 2026 · XOM · CVX · OXY · LMT · RTX · NOC · DAL · UAL · AAL · BA · USO · GLD · CCJ
President Trump says Iran talks are moving forward positively, with a decision inside 48 hours. Energy, defense and travel stocks are the read on this deadline.
Read the fileAugust 5, 2026 · XOM · CVX · COP · OXY · SLB · HAL · VLO · MPC · DAL · UAL · USO · BNO · FRO
The Strait of Hormuz is the single most important choke point in the oil market. Here is what a reopening would do to crude, to the price you pay at the pump, and to the energy names sitting in most portfolios.
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