AVGO trades near a technical bear market while guiding to $115 billion in AI revenue in fiscal 2027. The gap…
Brent at $106.60 Cuts Both Ways. Here Is How to Stay Long Energy Without Getting Caught Offside.
The Hormuz deal headline that pared crude's $108 spike also revealed exactly which energy names survive a reopening and which…
GD’s $136.5B Backlog Is the Story. The Execution Gap Is the Trade.
General Dynamics has a record backlog, but submarine throughput and Gulfstream completions set the ceiling on how fast that revenue…
OpenAI Breached an Australian Medicare Site. Who Pays?
The incident puts every software vendor on notice, and Microsoft carries more exposure than its stock price reflects.
Valero, Marathon and Phillips 66 Just Got Two Reasons to Sell
A US diesel export ban and a Ukraine energy ceasefire both threaten refining margins, and traders need a plan for…
SoFi Built the Settlement Rails. Now It Wants to Rent Them to Everyone Else.
SoFi is the first national bank to run live card settlement on Mastercard's network via a bank-issued stablecoin. The bigger…
Bitcoin Hits $86,000 and the Crypto Trade Is Back On
A short squeeze cleared $648 million in bearish bets Monday, Strategy bought again, and major crypto stocks followed BTC higher.
Arm Up 17%, Intel Up 12%: Nebius Just Told You Where to Trade Next
AMD grabbed the headline, but Nebius's October CPU hike points at Arm and Intel.
FCX Is Coiling Below $72. Watch These Levels.
Copper at $6.65 a pound, a $4.68-per-pound gross spread, and a tariff decision that could reshape U.S. supply economics. Freeport-McMoRan's…
Apple’s iPhone 18 Pro Lead Times Jumped in Week Two
JPMorgan's data eased launch-day worry, and iPhone Duo pre-orders open October 16.