A fresh dividend raise, a 20% stock slide, and a 40-year lease book put VICI at the center of income-seeking…
The S&P 500 Has 4.6% of Upside Left. That Changes How Much Risk You Should Carry.
Yardeni's cut to 7,900, the Fed's rate hike, and sovereign fund warnings have compressed the reward side of the trade,…
Broadcom’s AI Revenue Tripled. The Stock Is 30% Below Its High.
With $58 billion in AI chip revenue guided for this year and a roadmap to $230 billion by 2028, AVGO's…
Bessent Told Congress He’s Buying Long Bonds. The Market Isn’t Convinced.
Treasury is both issuer and buyer. With the 10-year at a 2007 high and the Fed poised to hike, that…
The 10-Year Treasury at 5.02% Just Handed Traders a Forced Rotation
With yields near a 19-year high and the FOMC meeting underway, the bond market is doing the sector sorting for…
Diesel at $6 Is Splitting Freight and Farm Budgets
Truckers with fuel-surcharge contracts can pass costs along. Farmers and construction operators cannot.
Intel Got $19.5 Billion From Washington. Now It Must Earn It.
CHIPS funds build the fabs. 14A customer decisions decide if they matter.
Anthropic Just Showed $11.5B in Q2 Revenue. Now Comes the Hard Part.
Two straight profitable quarters sound great. The October listing must prove the margins are real.
Micron Is Guiding to $50 Billion in a Single Quarter. The Stock Is 24% Off Its High.
With fiscal Q4 earnings due September 30, the market is pricing Micron like the memory boom ends tomorrow. The numbers…
Valero Turned $714 Million in Profit Into $3.7 Billion. Oil at $108 Keeps the Clock Running.
A record Q2, a bigger buyback, and Brent above $100 make refining a straightforward oil trade.