Intel Has Already Doubled. The Factory Is the Only Question Left.
Dell's 122% server revenue jump shows CPU demand is rising. Whether Intel's foundry can stop losing about $2 billion a…
Finance
Citadel Wants to Own the Oil, Not Just Trade It
Ken Griffin’s shale push shows how top traders price Hormuz risk.
DocuSign’s Margins Are Surging. Is 9% Growth Enough?
DocuSign raised ARR guidance. The next question is what it earns.
Alnylam Is Worth Owning Before Friday’s S&P 500 Changes
Roughly $28 trillion tracks the S&P 500. The better question is whether Alnylam deserves a spot in your portfolio on…
Chicago PMI Fell Off a Cliff. Today’s ISM Will Show If It Spread.
Chicago’s barometer fell 10.5 points to 47.1 as markets look for an ISM of 55.2, and the Fed decides rates…
New EVs Stall. Used EVs Surge. Same Buyer.
The tax credit cliff didn’t kill EV demand. It redirected it, and the split tells traders where the real market…
Frontline’s $2.61 Dividend Is Earning Its Keep. The Question Is What Happens Next.
With a key VLCC route near WS570 and one-year charters locked at $120,000, the real debate is how Hormuz diplomacy…
When AI Capex Pays: The Case for MSFT at $492
Azure's 43% growth quarter ended a year-long debate. Now ask whether the market has already priced it in.
Your Japan Gain Is 55%. Now the Yen Decision Gets Hard.
A BOJ hike to 1.25% changes the currency math after the Nikkei's extraordinary run.
How to Size Risk Into a Speaker You Don’t Know
July PCE left the September hike alive. Warsh’s Friday debut tells traders nothing they can model in advance, and that…