Prime Day came and went. AWS just hiked prices again. The real question is whether free cash flow matters yet.
FedEx Beat Earnings and the Stock Fell 6%. The Real Trade Is What Comes Next.
A post-spin-off cost hangover is obscuring one of the more interesting restructuring stories in logistics right now.
China Just Weaponized Rare Earths Again. The Real Trade Is Not MP Materials.
The supply chain story Wall Street is reading wrong.
Quantum Computing Just Got a New Benchmark. The Old Names Are Feeling It.
Quantinuum went public. Now the real question is which quantum stock deserves your money.
The Metal AI Can’t Run Without
Copper just hit record highs near $13,800 a tonne. The stocks mining it haven't fully caught up.
SanDisk Is Up 5,000%. The Real Question Starts Now.
SNDK's AI storage supercycle is real. Whether the valuation has run too far ahead of even a great story is…
The Power Stock AI Can’t Live Without
Vistra Energy is quietly cornering the market on something every data center desperately needs.
SpaceX Just Went Public. The Largest IPO in History Lands Today — and the Options Implications Are Enormous.
SPCX debuts on Nasdaq at $135, valued at $1.75 trillion. Here's how traders are thinking about positioning around the most…
Marvell Technology Just Got the Most Powerful Endorsement in Semiconductors
Jensen Huang called MRVL "the next trillion-dollar company" — what that actually means for investors
The Latin America Trade Everyone Keeps Sleeping On
MercadoLibre's 49% revenue surge signals something bigger than a bounce