Texas Instruments Reports Oct. 21. The Stock Is 16% Below Its High.
Industrial up ~30%, data center doubling. EPS seen at $2.42 as TXN pulls back from $334.
J.B. Hunt’s Margin Problem Is Now the Only Story
Revenue jumped 20% in Q3 2026. Profits barely moved. The 2027 bid season is the last clear chance to fix…
Varonis Got a 52% Premium. What That Tells You About Data Security Prices.
Thoma Bravo's $6.3 billion all-cash bid for Varonis says something specific about where buyers think AI-era data security is undervalued.
Who Actually Controls Starlink? SpaceX Investors Just Found Out
Ukraine’s Starlink limits exposed a risk SPCX and TSLA investors should weigh.
Copper Near $15,000. Which Miners Own Enough to Matter?
LME inventories have dropped for seven straight sessions, banks are raising 2026 forecasts, and the miners with the deepest reserves…
CPI at 0.6% With Brent at $106 Tests Williams
The 2s/10s, the dollar, and equities hinge on whether inflation backs the Fed's path.
Amazon Backed the VAT Plan That Could Save High Streets
Healey's move to make marketplaces collect VAT at source shows where a squeezed Treasury may look next.
Vertical Farms Are Becoming Power Suppliers. The Heat Is Why.
Thermal capture is turning food facilities into grid assets.
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.