The Unloved Sector Just Beat Chips
Healthcare has outrun SOXX since June. The flows have barely started.
The $65B Number Is About to Meet an Auditor
The public S-1 could land this month. How much ARR survives GAAP scrutiny?
The Houston Signing Is Just the Entry Fee
Independent US producers are inking PDVSA deals tonight. The upgrader problem, the rig shortage, and a 93-rig gap explain why the real bet starts tomorrow.
Airbnb Is a $4.5B Cash Machine. August 6 Is Underpriced.
There is a version of this story that is easy to dismiss. Airbnb. Travel marketplace. Hotel disruptor. Pandemic winner. You…
The 20% Compute Tax Nobody Priced Into OpenAI
A rogue agent, a paused frontier run, and a monitoring overhead that reshapes the unit economics of building the world’s most powerful AI.
Four Memory Stocks at the Center of AI’s Biggest Bottleneck
HBM is sold out. DRAM is tightening. These four companies are not equally priced for what comes next.
The Pause Is Not the Deal
Three days, $880 billion in bilateral trade, and a 96-year-old legal weapon nobody has ever fired. Here is what the Canada tariff pause actually means.
Five Dividend Fortresses for an Uncertain Market
When recession odds are debated and gold is near record highs, these five companies keep writing checks regardless of what the economy does next.
The Fine Won’t Break Meta. The Fix Might.
Forget the $1.4 trillion headline for a moment. A fine hurts once. Rules that weaken engagement could keep hurting. That…
Two Surging Stocks Built to Compound
CACI and Gartner are surging for different reasons. Both have durable compounding math.