Its biggest acquisition buys data and pricing intelligence. Does that extend the compounding runway?
Category: Business
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.
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…
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…
Who Profits When Your Speaker Doubles in Price
The AI memory crunch is in the consumer aisle. The investor question is which of three companies has pricing power…
Own the Spread, Not the Barrel
Russia’s diesel limits may run longer while Brent softens. The diesel-crack trade stays the cleaner position.
Copy the Shape, Not the Name
Trump's June filing reveals a defensive-compounder basket plus a bond rotation: a portfolio structure worth studying regardless of who owns…