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.
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.