CHIPS funds build the fabs. 14A customer decisions decide if they matter.
GPT-6 Astra Reset the Price of a Memory Order. Seoul Paid.
KRW 5.2T went into the Kospi while New York slept. Was it a new demand cycle or a holiday chase…
Diesel at $5.82 Is Minting Money for Refiners and Draining It from Truckers
The diesel crack spread hit a record $108 intraday. Here is which side of that trade you want to be…
Microsoft Keeps Getting Sued Over AI. Does It Matter?
The copyright cases against OpenAI and Microsoft are growing. Here is how to think about it as an investor.
Agentforce Is Real. CRM’s Stock Price Hasn’t Caught Up.
U.S. Army rollout, 240% ARR growth, and a guidance raise still haven’t closed the gap between Salesforce’s fundamentals and its…
HY OAS at 275bp: the number equities must watch
The spread level where credit stops being a tailwind and starts driving asset prices.
Micron’s Pricing Power Has a $30 Witness
Amazon's Echo Dot hike backs what Micron has shown all year: a DRAM shortage that is lifting memory profits, with…
What Long-Term Apple Holders Should Do Now
A $2,000 foldable iPhone, a split cycle, and memory costs change the math for AAPL investors heading into Sept. 9.
Autodesk Raised the Bar Again. The Stock Sold Off Anyway.
ADSK beat revenue, beat EPS, and raised full-year revenue guidance. A soft Q3 EPS guide was enough to send shares…
Sector Payoff Table: How to Position for Nov. 3
With House control priced as a likely Democratic flip, the Senate coin-flip is the variable that changes the capital allocation…