Friday's rotation into networking was the week's clearest signal. Here's how to play it without paying Lumentum's price.
Brent Fell on Friday. Oman Talks Monday Could Move It Further.
Iran and Gulf foreign ministers meet in Salalah as the IEA warns demand is shrinking at its fastest pace since…
ASML Got 3 Foundries to Commit. Best Chip Equipment Buy?
With TSMC, Samsung and Intel Foundry publicly tied to High-NA EUV timelines into the early 2030s, ASML’s position looks stronger…
GE Vernova Is 22% Below Its High. A $176 Billion Backlog Says the Drop Is Overdone.
Record orders, a massive free cash flow raise, and turbine slots mostly sold out through 2030 make GEV's pullback look…
Brazil’s Stock Market Is Beating the Nasdaq in 2026
EWZ is up about 19% year-to-date, and the Oct. 4 election is adding fuel.
EWZ Is Up About 20% This Year. Here Is What Drives the Return.
Brazil’s rally is real, but for U.S. investors the currency does as much work as the index.
Salesforce’s Valuation Gap Is the Opportunity
Agentforce logged 3.2 billion Agentic Work Units in one quarter. The stock still prices in deep skepticism.
Oil Jumped 5% and Chevron Hit a New High. Stay Long Without a Ceasefire Hit
Brent near $95 and XOP at a 52-week high look great until a single ceasefire headline yanks the rug.
Five Days, One Decision: Trade Friday’s 8:30
Futures imply about a 58% September hike. Goldman still calls it unlikely, so this week’s data all rhymes.
Gold Is Back. The Reasons Are Not Going Away.
A five-week winning streak, roughly $4,600 gold, and record central bank buying: what the debasement trade’s return means for your…