Nike Is Repeating Its Worst Mistake
The China distribution reset mirrors the DTC pivot that hurt Nike in North America.
PATH Is Up From Its Lows. September 3 Is the Only Number Left.
UiPath's agentic pivot is moving from pilot to production. The Q2 report will say whether the market is ahead of…
Chips Can’t Be Made Without Tungsten. China Just Proved It.
APT prices have surged since early 2026. Almonty is ramping Sangdong and just expanded a 21-year offtake tied to current…
Alibaba Won the Open-Source War. Now Comes the Bill.
Qwen runs on a billion downloads. Aug. 28 decides if BABA catches up.
Two Reports Just Killed the September Hike
July CPI hit 3.4% as hiring turned negative. The Fed hold case is now the consensus trade.
Terafab Is Not a Building. It Is a Supply Chain Argument.
SpaceX and Tesla committed $16.8 billion to phase one of a 100-million-square-foot chip megafactory in Grimes County, Texas. The $119…
IBM’s $8 Trillion Warning Is Not About IBM
Krishna’s key point is about firms that never warned
DayOne Files for $5B IPO. Now What?
A confidential SEC filing targets next quarter. The company was engineered specifically for this moment, and the market just told…
Wages Are Losing. The CPI Says 3.4%.
The headline is cooling. The real-wage deficit is where the consumer trade lives.
Iran Just Set a 2029 Clock. MPC Is the Trade.
An Iranian adviser signaled the Hormuz standoff may last into 2029. Marathon Petroleum just posted $17.73 in adjusted EPS. The…