Its biggest acquisition ever makes sense once you see the volume problem hiding inside a quarterly beat.
Silver at $67 Is Up 63% in a Year and Still Pulling Away From Gold
A weak dollar, the U.S.-Iran conflict, and industrial demand are doing three different jobs at once, and traders need to…
Zara’s Owner Just Posted Record Profits. Its Stock Fell Anyway.
What Inditex's H1 2026 results reveal about advantages rivals cannot replicate, regardless of where the shares closed today.
GitLab Beat Estimates by 33%. The Street Still Says Hold.
A 21% revenue jump and 117% net retention look strong. The question is why Wall Street still won't buy.
Palantir Fell 7% on Google’s Move, Then Bounced Back
Two days of violent swings in PLTR test one question: does Google’s defense-only cyber AI shrink Palantir’s moat, or barely…
Lockheed and General Dynamics Just Locked In Seven Years of Missile Revenue. Shareholders Aren’t Paying Attention Yet.
The Pentagon's PAC-3 MSE and THAAD production surge is building a multiyear earnings floor that patient investors may be underpricing.
IAMGOLD’s $1B Reversal
Côté hit nameplate, net debt flipped to net cash, and the expansion plan arrives in Q4.
The Treasury Lit the Fuse. Bitcoin Did the Rest.
Three separate catalysts converged this week to produce Bitcoin's strongest weekly gain since March 2023. Only one of them is…
Trump Threatens a Gulf Mediator. Read the Refiner Trade.
Brent jumped to about $90.9 on the Oman threat. The real question is what risk premium survives a deal, and…
Trump Threatens Oman and the Last Off-Ramp
Threatening Oman does not reopen Hormuz faster. It weakens the one channel that makes a deal possible.