SpaceX went exclusive, hyperscalers raised capex again, and the stock is still 8% below its all-time high....
Washington’s critical minerals push is real. The processing gap it ignores is the investment question institutions are...
Q2 revenue beat by $130M. The AI traffic data is real. But the infrastructure play underneath it...
AI bond supply is testing demand. Early September is the real stress point.
He entered MSFT at $415, exited near $490. He closed an Oracle short that paid roughly 51%...
A $3.5 trillion Nasdaq 100 rebound in four days needed proof. Palantir’s Q2 results helped make the...
Ullal's promise to add one or two new 10%-plus revenue customers before year-end changes the concentration calculus...
Revenue beat, free cash flow missed. Three catalysts now decide everything.
Trump paused Iran strikes. Oil fell. September policy is still the risk.
One quarter does not fix the North America problem.
