With $58 billion in AI chip revenue guided for this year and a roadmap to $230 billion by 2028, AVGO's…
Bessent Told Congress He’s Buying Long Bonds. The Market Isn’t Convinced.
Treasury is both issuer and buyer. With the 10-year at a 2007 high and the Fed poised to hike, that…
The 10-Year Treasury at 5.02% Just Handed Traders a Forced Rotation
With yields near a 19-year high and the FOMC meeting underway, the bond market is doing the sector sorting for…
Diesel at $6 Is Splitting Freight and Farm Budgets
Truckers with fuel-surcharge contracts can pass costs along. Farmers and construction operators cannot.
Intel Got $19.5 Billion From Washington. Now It Must Earn It.
CHIPS funds build the fabs. 14A customer decisions decide if they matter.
Anthropic Just Showed $11.5B in Q2 Revenue. Now Comes the Hard Part.
Two straight profitable quarters sound great. The October listing must prove the margins are real.
Micron Is Guiding to $50 Billion in a Single Quarter. The Stock Is 24% Off Its High.
With fiscal Q4 earnings due September 30, the market is pricing Micron like the memory boom ends tomorrow. The numbers…
Valero Turned $714 Million in Profit Into $3.7 Billion. Oil at $108 Keeps the Clock Running.
A record Q2, a bigger buyback, and Brent above $100 make refining a straightforward oil trade.
Eli Lilly Is Spending Its Obesity Billions on a Women’s Health Bet
GLP-1 cash flow is funding a new franchise in bone health and endometriosis, while the oral weight-loss pill Foundayo races…
Super Micro Has $60B in Orders. The Stock Trades Like It’s Forgotten.
Oracle’s capex guidance sent Dell and HPE up about 12% Friday. Supermicro rose ~7%, despite an order book that dwarfs…