Rising rates have stopped the housing market from clearing. The more important question is which housing-linked holdings are already priced…
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.
Gold Has Lost Its 2026 Gain. A September Rate Hike Is Why.
With hike odds near 70% and real yields rising, the levels that matter for GLD, GDX, and silver.
$4 Gas Drained Your Budget All August. Here Is What It Does to Your Portfolio This Fall.
Record pump prices and near-record diesel are squeezing spending and reshaping the autumn earnings season.
AI Power Bottleneck: Not Chips, Castings
SpaceX’s blade foundry shows who controls AI build speed. Howmet fell about 7.5%.
Marvell’s $12.2B Google Bet Reports Tonight
A revenue-linked warrant deal disclosed Aug. 19 sets the stakes. Tonight's earnings test the custom silicon thesis.
COIN Has a Sept. 15 Date With Congress
The CLARITY Act cloture vote is the one midterm event that could actually move Coinbase's earnings line, not just its…
The Unloved Sector Just Beat Chips
Healthcare has outrun SOXX since June. The flows have barely started.
Alibaba Won the Open-Source War. Now Comes the Bill.
Qwen runs on a billion downloads. Aug. 28 decides if BABA catches up.
SanDisk Is Rewriting the Memory Hierarchy
The $93.9B contract floor answered the cycle question. High Bandwidth Flash is the one Wall Street hasn't priced yet.