Rising rates have stopped the housing market from clearing. The more important question is which housing-linked holdings are already priced…
Category: Politics
Homebuilders Are Cheap. That Doesn’t Mean They’re a Buy.
Three data points landed this week that define housing’s key debate: is the sector bottoming, or starting a harder leg…
Palantir Is the Only Pentagon AI Stock You Can Buy
ChatGPT and Grok just landed in GenAI.mil. Palantir turns that into decisions.
WDAY Reports Tonight. Silver Lake Clock Is Running.
Four straight EPS beats, buyout talks setting a floor, and agentic AI ARR near $500 million: Workday's Aug. 27 report…
What Nasdaq Multiples Don’t Price In
Taiwan’s record $35 billion defense budget puts a price on tail risk. The question is whether chip stocks reflect any…
ADM’s Origination Machine Has Its Moment
With the Black Sea shutting down and India reopening, the question is whether ADM's global grain network converts the chaos…
FRO: Buy the Earnings Catalyst or Pocket Gains?
Frontline is near its 52-week high as Q2 preliminary results land Friday.
Netflix Is Down 41%. Ackman Bought Anyway.
A $4.7 billion buyback, a $3 billion ad business, and Ackman re-entering after a multiple reset.
Oracle Just Partnered With Its Biggest Rival
AWS signed. The stock is down 59%. The backlog is $638B. One of these is wrong.
SPCX Is Down Today. November Is the Real Test.
Today's unlock is small. November's 1.3B-share Q3 tranche is the stress test that matters.