Amazon's Echo Dot hike backs what Micron has shown all year: a DRAM shortage that is lifting memory profits, with…
Dell Reports Tuesday. One Line Decides Everything.
AI server revenue of $16.1B in a single quarter was remarkable. The ISG operating margin at 10.5% was not. Tuesday’s…
What Long-Term Apple Holders Should Do Now
A $2,000 foldable iPhone, a split cycle, and memory costs change the math for AAPL investors heading into Sept. 9.
Autodesk Raised the Bar Again. The Stock Sold Off Anyway.
ADSK beat revenue, beat EPS, and raised full-year revenue guidance. A soft Q3 EPS guide was enough to send shares…
Eaton Is the AI Trade Nobody Calls AI
Record Q2 sales, a Trane partnership, and a 307 GW data center backlog that compounds quietly.
Sector Payoff Table: How to Position for Nov. 3
With House control priced as a likely Democratic flip, the Senate coin-flip is the variable that changes the capital allocation…
Your T-Bill Ladder Has a New Ally
Bessent’s Treasury twist and the GENIUS Act are reshaping the short end. Here is what cash holders should know.
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 September Countdown Is Already Priced Wrong
Freeport restarts this week, EU storage is still below normal, and the Russian LNG cutoff clock is running. The TTF-to-Henry-Hub…
Five Numbers That Tell You the Basis Trade Is Cracking
A trader's watchlist for the plumbing stress signals that matter most when $4 trillion in hedge fund Treasury leverage meets…