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.
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.
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.
Tesla’s Hidden Business Is More Profitable Than Its Cars
The energy storage segment is growing at 49% annually. Nobody is valuing it separately.
The Oil Crash Nobody Planned For. The Winners Are Hidden in Plain Sight.
WTI just fell 22% in four weeks. The second-order trades are more interesting than the headline.
The $6 Trillion Bet Wall Street Is Barely Watching
Sovereign wealth funds are quietly becoming the defining capital force in global markets.
Rheinmetall Just Had Its Worst Day Since 1989. The Real Question Is What Comes Next.
European defense stocks are cracking. The spending commitments are not.
Steel Dynamics Just Had Its Best Quarter Ever. The Stock Is Down 12% This Week.
STLD is up over 100% in the past year, posting record shipments and accelerating earnings — and now an aluminum…
Russell 2000 Just Hit 3,000 for the First Time Ever
Small caps are up 21% in 2026, lapping large-cap peers. Thursday's PCE number could flip the entire trade. Here's what…