At $29.4bn a quarter, Azure is bigger than many modeled, and still smaller than AWS. That gap is the new…
A 66% Chance of a Rate Hike Should Change What You Own
ISM was fine at 54.6, but Prices Paid stayed at 71.1 and Governor Barr’s warning means cyclicals face a different…
Oil Hits $90 Again. Occidental Is the Stock Built for This Moment.
WTI crude surged 5% Tuesday on fresh Iran strikes near the Strait of Hormuz. OXY just posted record free cash…
Alnylam Is Worth Owning Before Friday’s S&P 500 Changes
Roughly $28 trillion tracks the S&P 500. The better question is whether Alnylam deserves a spot in your portfolio on…
CME Group Is the Stock to Own While the Fed Debate Rages
September hike odds rose from 35% to 58% in three sessions. CME's rates business earns on every tick of that…
AI Power Bottleneck: Not Chips, Castings
SpaceX’s blade foundry shows who controls AI build speed. Howmet fell about 7.5%.
Three Tools That Quietly Run Your Admin
A solopreneur survey claimed 22 hours a week lost to tasks that don't grow the business. Here is where to…
31 Days to a Funding Cliff
Two unreconciled CRs, one fiscal deadline, and a data blind spot that could leave the Fed guessing in October.
Five Days, One Decision: Trade Friday’s 8:30
Futures imply about a 58% September hike. Goldman still calls it unlikely, so this week’s data all rhymes.
AVGO Reports Wednesday. The $16B Line Is the Only One That Matters.
Broadcom's fiscal Q3 results land Sept. 2, with AI semiconductor revenue guidance at a make-or-break level.