Two buy ratings out of 32 analysts. One legendary contrarian going the other way.
Copper Just Got Its Most Consequential Policy Decision in Decades
The June 30 Commerce report lands as phased tariffs, supply deficits, and AI demand collide.
Europe’s Defense Boom Is Hitting a Wall
The spending is real. The question now is whether the companies can actually deliver.
Micron Is Down About 20% in Two Days. The Numbers Still Don’t Add Up.
Record earnings, $50B guidance, and the stock is falling anyway.
Visa, Stripe, and 140 Others Just Declared War on Circle
The stablecoin market crossed $300 billion. The fight for who controls it just started.
Birkenstock Got Initiated. The Market Is Still Mispricing a 250-Year-Old Brand.
Raymond James just started coverage with a 20% upside target. The real case is bigger.
Chips Are Up 80% in Six Months. Q3 Earnings Will Be the Real Test.
The AI semiconductor thesis is intact. The valuation math heading into July is not forgiving.
Vertiv Is Up 84% in 2026. July 29 Is Now the Only Number That Matters.
A $15 billion backlog, 30% revenue growth, and Q2 earnings coming in four weeks.
Broadcom Is Down 25% From Its High. The Business Has Never Been Better.
Record AI revenue, a custom OpenAI chip, and a $1.8 trillion company trading at a discount.
CalPERS Just Rewired Itself. Tomorrow Is Day One.
The largest U.S. public pension fund goes live with a new investment model on July 1.