Latin America's e-commerce and fintech giant just posted its fastest revenue growth in four years. So why is it still…
XLE and the Hormuz Premium: The Energy Sector’s Options Market Is Pricing a Regime Change
With oil supply down 12.8 million barrels per day and Brent swinging $44 in a single month, this is not…
Gold at $4,700 With the Fed on Hold: What the GLD Options Market Is Telling You
Spot gold is near historic highs even as the Fed stays hawkish – and the options skew is revealing which…
Nvidia Just Printed $81.6 Billion and the Stock Went Down. Here’s What the Tape Is Really Telling You.
NVDA beat hard, guided higher, and still slipped. The market's reaction might be the most important signal of the quarter.
Micron’s Memory Is No Longer a Commodity. The Market Is Starting to Figure That Out.
MU just reported $23.86B in quarterly revenue — up nearly 3x year-over-year. Here's why the real story is still being…
The ‘Security Supercycle’ Is Real. Here’s the Cheapest Way to Sit Inside It.
Defense budgets are hitting records. Backlogs are at all-time highs. And U.S. defense names still trade at a discount to…
US court reopens Citgo parent auction for bids, winner to be recommended this month
HOUSTON (Reuters) -A U.S. judge on Monday authorized a court officer overseeing an auction of shares in the parent of…
Measles outbreak ends in West Texas, health officials say
(Reuters) -The measles outbreak in West Texas has ended, state health officials said on Monday, after meeting the criteria of…
Investors double down on September Fed cut after CPI
By Davide Barbuscia NEW YORK (Reuters) -Investors are betting harder on a September Federal Reserve interest rate cut after last…
White House says chips deals could perhaps expand to other companies
(Refiles to fix capitalization in headline, add period to end of second paragraph) (Reuters) -The White House said on Tuesday…