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...
HBM supercycle, record guidance, a Fed just turning hawkish, and options traders pricing the biggest expected move...
GS just crossed a historic milestone in deal value advised. Here is what that number actually means...
A $63 billion backlog and a power generation arm tied to AI data centers are rewriting what...
SpaceX completed the largest IPO in history last week — now comes the hard question.