At under 17 times forward earnings, Nvidia is priced like a company whose best growth is behind it. The investment…
Broadcom’s AI Revenue Tripled. The Stock Is 30% Below Its High.
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…
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…
Apple’s iPhone Duo Costs $1,999. Who Pays the Memory Bill?
Apple held the Duo at $1,999, then leaned on the storage ladder. The December quarter is the test.
August Air Travel Just Shrank. What That Tells You About the Economy.
A rare summer dip is forcing airlines to cut seats, and Delta looks very different from Frontier right now.
Inditex’s 58.7% Gross Margin Looks Brilliant. The Cost Line Tells a Different Story.
Record first-half sales could not mask operating expense creep.
British Gilts at 28-Year Highs. Collecting or Caught?
A near-6% yield on 30-year gilts looks tempting in the U.S., but the October 28 Budget and sticky inflation complicate…
Palantir’s Revenue Nearly Doubled. Now the Price Has to Catch Up.
A 93% revenue surge and a PwC deal cement Palantir’s commercial AI position, but a forward multiple above 110x still…