Sea Limited Reports Tuesday. The Stock Is at $76. The Case for Buying Before the Number Drops.
With nearly 50% revenue growth and an average analyst target near $148, Sea’s earnings miss streak may matter less than…
Valero Made $6.8 Billion in One Quarter. The Stock Is Up 126% and Still Cheap.
Energy leads the S&P 500 in 2026. Valero's record quarter and 553% EPS growth show why the rotation may not…
Brent Can’t Stay Down. It Can’t Stay Above $100 Either.
Oil is stuck between diplomacy and mine claims in Hormuz.
SoftBank’s Default Insurance Just Hit a Four-Year High
A $40 billion bridge loan matures in March 2027, and credit is driving the debate
Nvidia and the Data Center Complex Are Selling Off. The Build-Out Is Moving Abroad.
A Sanders-led moratorium push is pricing U.S. permit risk and redirecting the AI infrastructure trade toward the Gulf, Europe, and…
Enphase Is Betting Its Future on a Transformer No One Has Bought Yet
With residential solar weak and an AI data center pivot years from cash, the gap between Enphase's stock price and…
The Dow Rose 3% and Nvidia Fell 3%. That Split Is the Whole Story.
One election result, two completely opposite verdicts: what the market is actually repricing when Seoul loses $144 billion and Europe…
AMD Has $11.5 Billion of Inventory Riding on 2027
Data Center revenue rose 97% in Q3. The test is whether $17B of Q4 guidance turns stock into cash.
Services Inflation at a Four-Year High Puts December Hike on the Line
ADP at 8:15 and ISM services prices at 10:00 will either confirm or crack the case for a Fed move…
Democrats at 68% for the Senate. The Market Has Not Priced the Surprise.
Kalshi swung hard in a week while the dollar barely flinched. Here is what tonight's result may still miss.