China’s security review of SoftBank’s $5.375 billion deal warns every long-term owner of cross-border industrial assets.
Arista Networks Is Up 58% in Revenue and Still 20% Off Its High
Four customers are driving the AI network buildout, and they keep ordering more.
First Solar’s 11% Jump Is Earned. Solar’s Rally Needs Proof.
Democrats won Congress, reviving IRA tailwinds. Only one solar name can finance a volume rebound without asking the market for…
The Yuan Just Had Its Worst Day in Six Months. Watch the Won Next.
Beijing moved to slow the currency’s rise, and the ripples are already reaching Korean markets and the dollar index.
Keurig Dr Pepper Split: Which Company Do You Want to Own?
With the separation into two independent businesses targeted for early 2027, investors need to decide whether they want the beverages…
Nvidia Is Now the Mortgage Lender for the AI Build-Out
When bond markets slam the door on neoclouds, the chipmaker financing the infrastructure starts to look less like a supplier…
Astera Labs Guided 40% Sequential Growth. Now Deliver.
Four beats, ~17% above consensus on average. Tuesday tests Scorpio.
Lennar’s Guidance Tells the Real Story Before Dec. 16
With Q4 EPS guidance 26% below consensus and the 30-year fixed at 7.24%, the math into year-end is harder than…
Two China Trade Deadlines Hit the Same Week. Neither Has Paper.
Rare-earth suspension and 178 tariff exclusions lapse Nov. 9-10 without new notices.
Gilead and Incyte Surged When the Nasdaq Fell. Take Note.
Biotech and healthcare led the week while software slid. Was it real rotation or just timing?