MP Materials Has a Price Floor. Is It a Business?
China’s rare-earth export-control suspension ends Nov. 10, 2026. The real question is whether Washington’s $110/kg floor is durable policy or…
General
APP Is Down 59% From Its High. The AXON Debate Starts Now.
AppLovin's 30-day IV at 56%, a $300 floor test, and a Q3 re-acceleration thesis that lives or dies on one…
SPCX Is Down Today. November Is the Real Test.
Today's unlock is small. November's 1.3B-share Q3 tranche is the stress test that matters.
The Primary Market Machine Is Running at Full Speed
A record-pace bond issuance cycle and a transformed IPO access model are rewriting what retail investors can actually do in…
The Feedback Loop Bonds Cannot Escape
BofA's Hartnett says the debt-service spiral is the real threat, not the round number.
The Pause Is Not the Deal
Three days, $880 billion in bilateral trade, and a 96-year-old legal weapon nobody has ever fired. Here is what the…
Four Memory Stocks at the Center of AI’s Biggest Bottleneck
HBM is sold out. DRAM is tightening. These four companies are not equally priced for what comes next.
IBM Is Building an AI Delivery OS. OpenAI Is the Latest Module.
The model is not the moat. IBM's Consulting Advantage platform is the real strategic bet, and the OpenAI deal is…
The $100B Refund Most Investors Ignore
Washington is refunding more in tariffs than it collects. Gold is a quiet beneficiary.
The Best Earnings Season Since 2008 Is Now the Problem
A record Q2 beat rate has raised the bar so high that even a strong H2 may disappoint.