Broadcom's fiscal Q3 results land Sept. 2, with AI semiconductor revenue guidance at a make-or-break level.
Tyson Had a $650M Beef Problem. Now Trump Weighed In.
Separating structural damage from headline risk at the biggest U.S. meatpacker.
Gold Has Gained 15% This Month. The Fed Is Why It Keeps Going.
From about $4,039 in mid-July to near $4,700, the rally has three drivers, and only one of them is temporary.
Don’t Sell September. Do These Two Things Instead.
The calendar is loaded, the data is mixed, and the worst thing a long-term investor can do is treat history…
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…
IBTA’s 48% Surge Deserved a Closer Look
Ibotta returned to growth a quarter early. The bear case is still alive inside the numbers.
Two Miners to Own. One to Avoid.
Agnico Eagle and Kinross just posted record cash flow. Newmont is shrinking while costs rise.
The $514B Backlog vs. 3.6B Daily Users
Alphabet and Meta are both spending the most capital in their histories on AI. The asset that determines the winner…
WMT Reports Thursday. The Margin Gap Matters
Walmart’s $6.4B ad business, Sparky’s 35% AOV lift, and a four-point operating leverage spread decide whether this is retail or…
The AI Killshot That Is Actually Saving Office REITs
The crowd shorted offices because of AI. AI firms are now the biggest tenants.