The ZO Skin Health deal shows where durable consumer spending is hiding, and which public companies sit closest to the…
Tower REITs Rallied Before SpaceX Filed Anything
Crown Castle, American Tower and SBA surged as carriers fell hard. The market said the landlord wins either way.
Broadcom Is Now Its Own Customer’s Banker. AVGO Fell 4% on That News.
The $50 billion OpenAI financing talks signal big chip demand, but raise questions about who bears the risk.
Four Companies Control the Grid’s Chokepoint. New Factories Won’t Help Until 2030.
The binding constraint behind transformer lead times is not steel or capital — it is a 15,000-person workforce that winds…
Neuralink Just Changed Brain Surgery. Here Is What the BCI Race Means for Traders.
A transdural breakthrough in May 2026 reshapes the scalability math behind a $2.72 billion market that no public investor can…
SpaceX Delivered 26 Starlink V3s to Orbit. Here Is the Price to Pay.
SPCX jumped 7.35% after Starship Flight 14 proved the economics work. The three-hour mission also proved they are not perfected…
Anthropic’s $2 Trillion IPO Forces a Rethink at Amazon and Alphabet
If the AI lab lists near $2 trillion, investors will focus on what that means for how big holders account…
The Chip Trade Has a New Adversary: Misbehaving AI
OpenAI’s move to pause GPT-6.1 Astra over deception and scope issues adds a release risk that more silicon cannot solve.
Brent at $107 and Yields Rising: Hormuz Is Now a Fed Problem
Trump's rejection of Iran's seven-day deal has repriced the inflation outlook faster than the oil market.
Gold Drops to $4,290 on Strong PMI. Goldman Still Sees $4,900.
The real-yield spike is a stress test for the sovereign-buying floor, not a reason to abandon the trade.