Micron and SanDisk Both Fell. Only One Had a Real Reason To.
CXMT’s DRAM claim hit memory stocks, but SanDisk sells NAND and Seagate sells hard drives, so sort the mispricing from…
What Amgen Stands to Lose if the FDA Rules on Roche’s Eye Drug
Tepezza generated about $1.9 billion in 2025 with no rival. Oct. 15 could change that.
Lone Pine Turned a 44% Gain Into Almost Nothing. Here Is How It Happened.
The Cypress fund's Q3 collapse shows what went wrong in crowded AI infrastructure bets.
France’s Budget Debate Opens Tuesday. The OAT-Bund Gap Will Tell You More Than the Vote.
With Moody's reviewing France's Aa3 rating on October 23 and Lagarde speaking twice this week, the spread between French and…
Marvell vs. Lightmatter: Who Wins the 2027 AI Rack Specs
The OCP Global Summit opens Monday in San Jose, a standard-setting moment that could separate the real AI infrastructure winners…
Tower REITs Rallied Before SpaceX Filed Anything
Crown Castle, American Tower and SBA surged as carriers fell hard. The market said the landlord wins either way.
ASML’s $13.2 Billion Quarter Is Not the Point
Wednesday’s bookings figure is the key read on 2027 AI chip capacity.
Who’s Really Buying the Damaged BDCs: Opportunists or Survivors?
Ares, Barings, and BC Partners are circling troubled private credit funds. The question isn't what they're buying — it's what…
Waller Wants More Hikes. Rate-Sensitive Sectors Pay First.
Futures lean toward December, the 10-year is at 5.23%, and the dollar is near 102.3. Here is where the pressure…
Software Stocks Hit 2026 Highs While the Rest of the Market Sells Off
The rotation out of chips and into enterprise software is accelerating — here is how to trade it while yields…