August 28, 2026 Marvell’s fiscal Q2 results beat, but Q3 margin guidance slipped. The gross margin line explains why. Sponsored…
Day: August 28, 2026
Own the Spread, Not the Barrel
Russia’s diesel limits may run longer while Brent softens. The diesel-crack trade stays the cleaner position.
A Great Story. But Is SPCX the Right Stock?
Musk just pulled Starmind forward by a year. The question investors need to answer is whether the upside belongs to…
Micron’s Q4 Report Is 35 Days Away
August 27, 2026 HBM4 is in volume shipments, the fiscal year ends Aug. 28, and MU trades near $963 with…