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Boston Scientific has lost more than half its value in eleven months, and almost every explanation you will read blames a slowdown. That is...
Microsoft spent $115.9bn on property and equipment in the twelve months to 30 June 2026, and the market’s opinion of that number reversed twice...
A stock that has risen 35-fold in a year cannot be analysed like a semiconductor company. SanDisk (SNDK) closed at $1,641.11 on August 14,...
There is a version of the AI trade that everyone can see. Nvidia sells chips. Hyperscalers buy chips. The money flows one direction. It’s...
The received wisdom about SanDisk is that it got lucky on a commodity. NAND flash went short, spot prices ripped, and a spun-out memory...
USDCAD currency pair can be expected to fall further to the next support level 1.3800 – former support from the end of May. USDCAD...
Weak US retail and consumer data slashed Fed rate hike bets, fueling rallies in Gold, foreign currencies, and crude divergence. Softening US Economic Data...
The United States government does not own five per cent of Lithium Americas Corp. (NYSE: LAC). It owns something more interesting, and almost every...
The most repeated sentence about MP Materials is also the least accurate one: that Washington “bought a stake” in the rare earth miner the...
NuScale Power booked $75,000 of revenue last quarter. Not $75 million – seventy-five thousand dollars, down from $8.1 million a year earlier, per the...
Energy has been the best-performing corner of the market this month, and almost every explanation of why is wrong. The sector ETFs rallied –...
