Economy
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...
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The standard case against AMD is that it cannot catch Nvidia. That argument is getting weaker every quarter, and it is no longer the...
Intel’s two biggest numbers of 2026 both run backwards from intuition, and that is the most useful thing to understand before touching the stock....
D-Wave Quantum is not expensive because the market is excited about quantum computing. It is expensive because of arithmetic that almost nobody quotes. QBTS...
Meta Platforms has had a brutal year by its own recent standards. Shares are down sharply, and a high-profile courtroom battle is only adding...
The artificial-intelligence boom is most often seen as a Wall Street story. Nvidia (NVDA) rallies. Big Tech spends billions. Data centers multiply. Investors debate...
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 –...
Intel did not lose $11 billion last quarter. That number is real, it is audited, and it sits at the top of the company’s...
The market did not sell Micron because a Chinese company started making high-bandwidth memory. It sold Micron because a Chinese company listed. ChangXin Memory...
Key facts Gold rose ~7% on the week to $4,340.70/oz — its strongest weekly showing since mid-January and a seven-week high. US nonfarm payrolls...