Defense budgets are hitting records. Backlogs are at all-time highs. And U.S. defense names still trade at a discount to…
Salesforce and Marvell Are Reporting Wednesday — Here’s What the Numbers Actually Mean
Two of the most consequential earnings reports of Q2 land this week. The AI software and custom silicon stories converge.
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.
New Fed Chair, Rising Rate Hike Odds, and a Market That’s Still Near All-Time Highs — Something Has to Give
Kevin Warsh just replaced Jerome Powell. Inflation is at 3.8%. The FedWatch Tool is pricing in rate hikes, not cuts.…
NBCUniversal, MLB nearing three-year deal approaching $600 million, WSJ reports
(Reuters) -Comcast-owned NBCUniversal is in advanced talks with Major League Baseball to carry games on NBC and the Peacock streaming…
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…
Gold Council awaiting U.S. clarity on gold bar tariffs, Barrick CEO says
By Divya Rajagopal TORONTO (Reuters) -Barrick Mining CEO Mark Bristow said on Monday that the World Gold Council is waiting…
HSBC raises silver price outlook on gold strength, geopolitical risks
(Reuters) -HSBC has lifted its silver price forecasts for 2025, 2026, and 2027, citing strong support from high gold prices…
Core Scientific’s largest shareholder to vote against sale to CoreWeave
(Reuters) -Two Seas Capital, the largest shareholder of Core Scientific, issued an open letter on Thursday saying it would vote…
Intel’s credit rating downgraded by Fitch on demand challenges
By Matt Tracy (Reuters) -Fitch downgrading U.S. chipmaker Intel’s credit rating by one notch on Monday, according to a note…