Both oral weight-loss drugs just hit record prescriptions, but the underlying numbers point to one clear stock to own.
Bloom Energy, Everpure, and Illumina Face the Quarter’s Biggest Forced Flow
Friday is quadruple witching. Monday the S&P 500 swaps out three names. Here is who carries the buying pressure and…
NextEra Got Washington to Fund Its Nuclear Comeback. Google Is Paying for the Power.
A $1.9 billion federal loan backs the Duane Arnold restart, with most output contracted for 25 years and federal financing…
Copper’s 41% Gain Has a Fault Line. Washington Just Found It.
A record above $14,800 and a 4% one-day collapse show how much of copper’s rally is tied to a tariff…
Arm Has the Best Customer List in Chips. The Factory Is the Problem.
With OpenAI, Meta, and Oracle signed on for its AGI CPU, Arm's demand story is settled. Whether TSMC packaging capacity…
The Pentagon’s $5 Billion Bet Shows AI’s Real Bottleneck
Washington is lending billions not for a new data center, but for the power gear and components that determine how…
Copart Is Spending $1.9 Billion to Own the Full Life of Every Car
Its biggest acquisition buys data and pricing intelligence. Does that extend the compounding runway?
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…
Broadcom’s AI Revenue Is Growing 221%. The Stock Is Down 26% From Its High.
A Q3 earnings beat, a $230 billion AI revenue roadmap by 2028, and a forward multiple that collapses quickly make…
China Just Mapped a $532 Billion AI Build. What Traders Watch
Beijing's 9,800-exaflop target by 2030 frames chip and equipment trades into the expected Trump-Xi meeting around Sept. 24.