Gold’s fall from its January 2026 record is pressuring producer profits far more than the chart suggests.
Brookfield Owns the Power Lines and Data Centers Behind AI. Its Earnings This Week Will Tell Us What They’re Worth.
With data center lenders heading for the exits and newly elected governors promising construction halts, Brookfield’s quarterly fair-value marks arrive…
Berkshire Just Revealed Its Q3 Cash. The Number That Matters Isn’t Profit.
With $359.2B of cash and T-bills at June 30 and Taylor Morrison closed, what buybacks say matters more than headline…
Micron Fell 14%. Its Next Quarter Guides to $61.5 Billion.
A forward P/E near 5x on a company with 81% gross margins is not a warning sign. It is a…
Qualcomm’s Automotive and Data Center Business Is Growing Fast. The Stock Just Got Cheaper.
A record $2 billion auto quarter, 89% year-over-year growth, and a data center ramp to $15 billion by 2029 —…
Brent Has Lost $20 in Eight Days. Here Is Which Side of the Trade to Be On.
Oil’s fastest drop of the year splits the market cleanly: energy producers absorb the pain while airlines stand to gain,…
Nvidia and AMD Lead a Chip Crash That Is Now a Global Event
The Nasdaq 100 is in correction, Seoul is down 3.6%, and AMD reports earnings after the close. Here is what…
What Each of Today’s Three US Reports Does to Yields
ISM at 10am, the Fed’s lending survey at 2pm, and Treasury at 3pm land as December hike odds slip to…
Mastercard’s Numbers This Morning Tell You Whether to Hold Consumer Stocks Into the Holidays
Visa beat and fell anyway two days ago. Now Mastercard's cross-border volumes will show whether that selloff was about one…
AMD Could Win AMBA. NXP and Qualcomm Are in the Way.
Reports say Ambarella is in a late-stage auction. AMD is not listed.