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.
Apple’s Foldable iPhone Debuts Today. Levels for AAPL.
The 'Surprise and Shine' event starts at 1pm ET, with Pro iPhones and a first foldable. What to watch.
Caterpillar Made History Last Quarter. The Stock Is Down 25% Since.
A record $72 billion backlog, the first $20B quarter ever, and data-center power demand into 2028 make CAT's pullback look…
Trump Named Bombardier. Now Every Cross-Border Industrial Carries a Political Price.
When a president singles out one company on social media, the discount doesn't stop at that stock.
The 30-Year Treasury Is Paying 5.2%. Here Is What That Means for Your Portfolio.
This week’s 3-, 10-, and 30-year auctions offer rare income levels and they reset the hurdle for stock returns.
GPT-6 Astra Reset the Price of a Memory Order. Seoul Paid.
KRW 5.2T went into the Kospi while New York slept. Was it a new demand cycle or a holiday chase…
The Russell 2000 Is Up 20% This Year. Here Is What It Means
Small caps held up on a hawkish Friday. A case for IWM still exists, but a 20% run demands discipline…
Fastenal’s 16.6% August Sales Growth Points to Firm Demand
August accelerated across geographies and manufacturing end markets. Non-residential construction is the one hole in the story.