Washington is lending billions not for a new data center, but for the power gear and components that determine how…
Category: Economy
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…
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.
Kroger’s Q2 Results Could Tell You Who Pays for Beef Inflation
With Tyson warning of a $625 million to $775 million beef loss and the August CPI due the same morning,…
Dell Raised Full-Year Revenue Guide by $25B. Stock Up 300%.
A $95B AI backlog and a 43% EPS beat test what is in the price.
Microsoft Put a Dollar Figure on Azure. Now the Cloud Race Looks Different.
At $29.4bn a quarter, Azure is bigger than many modeled, and still smaller than AWS. That gap is the new…
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…
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.