Salesforce has a $3.6B AI acquisition, a $25B buyback, a 205% Agentforce ARR surge, and a stock price sitting near…
SMR Is Up 19% in a Week. The Paragon Deal Is Not the Reason to Watch It.
NuScale just hit a new near-term high after the HIPS safety contract. The TVA program, the $1B liquidity runway, and…
The Dollar Is Quietly Breaking a 20-Year Pattern. Most Portfolios Are Still Priced for 2022.
International stocks are outperforming. The currency tailwind behind it is structural, not seasonal.
Oil Is Still the Most Important Trade in the Market
The Strait of Hormuz is still disrupted. XOM, CVX, OXY, and COP are still printing cash.
The Rate Hike Nobody Priced. The Market Is Starting To.
Core PCE is at 3.3%. The Fed removed its forward guidance. Nine officials just penciled in a hike. And equities…
Tesla Is Down From Its High. Q2 Deliveries Could Change Everything.
The robotaxi story is real. Whether the stock has already priced it in is the only question worth asking.
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.
SpaceX Is Down 22% From Its Peak. The Real Debate Is Just Getting Started.
SPCX went from the largest IPO in history to a near bear market in under a week. Here's what actually…
Oracle Beat the Quarter. The Market Punished the Bill.
ORCL fell 10% on record results. The $638 billion backlog says the selloff may be the story investors actually want.
Carvana Is Invading the $655 Billion New-Car Market. The Trade Is Not Obvious.
CVNA just made its seventh dealer acquisition — and the stock is down sharply from its 2026 high. Here's what…