DRAM Has Doubled. Is Micron the Buy, or the Warning Sign?
Memory is now rationed by contract, Korean producers plan steep PC output cuts, and Micron's financials look extraordinary. That combination…
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…
Amazon’s $80 Billion Loan Puts Lenders Ahead of You
A secured facility shows how AWS funds its build-out, and what stockholders now stand behind.
Lennar’s Guidance Tells the Real Story Before Dec. 16
With Q4 EPS guidance 26% below consensus and the 30-year fixed at 7.24%, the math into year-end is harder than…
Shopify’s Meta Deal Changes What Tuesday Means
32% revenue growth to $3.74B is the floor. Shop Pay in Meta's Muse is the question investors have not priced…
Global Payments Jumped 11%. Private Equity Sees a Gap.
CD&R and GTCR are eyeing a $40 billion buyout of a stock down over 60% from its 2021 peak.
China’s Factory PMI Missed 50.0. Miners Face Monday.
A 49.3 reading below every major forecast puts BHP, RIO, and commodity-linked names in the crosshairs at the open.
Marvell Lost $33 a Share on a Deal Nobody Has Signed Yet
The 13% MRVL selloff is less about lasers and more about what the buy side will no longer tolerate at…
Brent at $116 Is the Market’s Answer to Tehran and Washington
Four tankers, two contradictory claims, and a fourth straight monthly gain that tells you which side oil traders believe.
Voyager Already Bought the Company Amazon Needed
Astrobotic is gone. The lunar logistics play for Amazon now runs through a public company trading at a fraction of…