Freeport restarts this week, EU storage is below seasonal norms, and the Russian LNG cutoff clock is running. The TTF-to-Henry-Hub…
Sam Altman’s New Potential $367 Trillion Venture
August 24, 2026 Featured: CRM Earnings Wednesday. The Real Test Is Agentforce ARR. Sponsored Editor’s Note: See the following from our…
MP Materials Has a Price Floor. Is It a Business?
China’s rare-earth export-control suspension ends Nov. 10, 2026. The real question is whether Washington’s $110/kg floor is durable policy or…
Shell’s Crackers Are for Sale. Exxon or LYB Should Buy Them.
At up to $8 billion for U.S. ethane-advantaged capacity, this is a trough acquisition question. The rational owner matters as…
Tesla’s Cybercab Has a Date. Price Hasn’t.
August 24, 2026 Tesla’s Cybercab Has a Date. Price Hasn’t. A Sept. 3 event, a Nevada permit, and 300x+ earnings.…
APP Is Down 59% From Its High. The Business Didn’t Break.
AppLovin's Q2 miss was a model timing gap. The market priced it like a structural collapse. The difference is the…
IBTA’s 48% Surge Deserved a Closer Look
Ibotta returned to growth a quarter early. The bear case is still alive inside the numbers.
The U.S. weapons shortage is getting serious
August 23, 2026 Battery Startups Find a Lifeline in Defense Featured: Battery Startups Find a Lifeline in Defense Sponsored Editor’s Note:…
The Unloved Sector Just Beat Chips
Healthcare has outrun SOXX since June. The flows have barely started.
Silver’s Six-Year Deficit Just Got Worse
The metal is trading near $69 and the supply math has not improved. Three producers just proved the cash flow…