A steep one-day drop, an $84.75B equity raise, and a stock still well off its high. Here's...
With HBM supply for calendar 2026 fully allocated and incremental dollars increasingly dropping to gross profit, the...
The Blackwell ramp, Vera CPU debut, and a multiyear SK hynix partnership are the real agenda items....
NuScale just hit a new near-term high after the HIPS safety contract. The TVA program, the $1B...
The Strait of Hormuz is still disrupted. XOM, CVX, OXY, and COP are still printing cash.
META's $125B–$145B AI capex plan rattled the market. The revenue math and the ad flywheel say the...
IWM is outperforming SPY by roughly 10 points year-to-date. The drivers are structural, not temporary. And the...
The ECB hiked for the first time since 2023. The valuation gap between European and U.S. banks...
The biggest capital rotation in a decade is underway. Most U.S. investors still have near-zero exposure.
MercadoLibre just delivered its fastest revenue growth in nearly four years. The selloff after earnings may be...