Taiwan’s record $35 billion defense budget puts a price on tail risk. The question is whether chip stocks reflect any…
ADM’s Origination Machine Has Its Moment
With the Black Sea shutting down and India reopening, the question is whether ADM's global grain network converts the chaos…
FRO: Buy the Earnings Catalyst or Pocket Gains?
Frontline is near its 52-week high as Q2 preliminary results land Friday.
Silver’s Six-Year Deficit Just Got Worse
The metal is trading near $69 and the supply math has not improved. Three producers just proved the cash flow…
Netflix Is Down 41%. Ackman Bought Anyway.
A $4.7 billion buyback, a $3 billion ad business, and Ackman re-entering after a multiple reset.
Oracle Just Partnered With Its Biggest Rival
AWS signed. The stock is down 59%. The backlog is $638B. One of these is wrong.
SPCX Is Down Today. November Is the Real Test.
Today's unlock is small. November's 1.3B-share Q3 tranche is the stress test that matters.
Cerebras CS-4 Claims 30x Speed. Now Talk Margin.
The speed claims may hold. The margin path and customer concentration are what investors are debating.
The $40T Signal Gold Is Reading Correctly
The Treasury buyback surprise, $7.93T in cash, and a yield curve that just broke its own rules.
The $65B Number Is About to Meet an Auditor
The public S-1 could land this month. How much ARR survives GAAP scrutiny?