A 15.8% surge Friday turned SpaceX's feared week into a short-seller rout. The real question is what comes next.
NVDA Is Up 10% This Week. August 26 Is the Only Number That Matters.
SpaceX went exclusive, hyperscalers raised capex again, and the stock is still 8% below its all-time high. Here is what…
Gold Is Down 24% From Its High. The $5,000 Path Runs Through 2027.
Wheaton just posted record Q2 results. The structural case for gold's next leg is stronger than the price suggests.
The AI Search Dividend Nobody Priced Into Shopify
AI traffic and orders tripled in Q2. The infrastructure underneath that number is what changes the long-term math.
SpaceX Is Building a Wireless Carrier
The debut earnings call made the intent explicit: about 400 million US lines are now in the crosshairs.
The Insurance Market Already Priced a 2027 Reopening
Trump gave no timeline at Camp David. The war-risk market gave one instead — and it runs through next year.
AWS Just Grew 37%. The Real Signal Is the Margin.
Amazon raised capex to $220 billion and free cash flow turned negative. The 39% AWS operating margin is why none…
Manhattan Associates Just Jumped 22%. The Question Comes Next.
Three straight quarters of record bookings, a $2.47B RPO, and AI agents in production. The premium is no longer free.
Three Tariff Waves Hit at Once. Most Importers Are Only Watching One.
A new trade architecture just went live. The second wave is still coming.
Celestica Is Up 116% in a Year. Tonight Is the Real Test.
A $19B revenue target and a Q2 beat streak collide at earnings today.