South Korea’s Chip Boom Is Accelerating. Watch This Closely.
When exports per working day jump 89.8% in twenty days and the pace is still picking up, the question isn't…
Business
Nvidia’s Best Hope in China Is Sitting at the Dinner Table
Jensen Huang at Thursday’s Trump-Xi state dinner shows what semis are pricing in, and what they already got wrong once.
VICI’s Ex-Dividend Day Is Today. The Yield Is 7.6%.
A fresh dividend raise, a 20% stock slide, and a 40-year lease book put VICI at the center of income-seeking…
Ashland’s Bids Are Due This Month. The Stock Trades Below Ancora’s Floor.
Apollo and Carlyle are circling a live auction, and a call spread lets you own the outcome with the premium…
UK Payrolls Fell at the Fastest Pace in Nine Months. The BoE Votes Thursday.
Weak jobs data lands a day before August CPI, complicating a decision where three MPC members already want to hike.
Saudi Arabia Is Pumping Oil at 1990 Levels. The Spare Capacity Safety Net Is Gone.
With 6.24 million barrels a day leaving Aramco's fields, energy investors are reckoning with a world where the market's traditional…
Intuit Is Down 55% From Its High. The Numbers Say the Selloff Missed the Story.
With 14% revenue growth, 20% EPS growth, and a $5.5B buyback, INTU's AI-disruption discount has become an argument for owning…
Trump Named Bombardier. Now Every Cross-Border Industrial Carries a Political Price.
When a president singles out one company on social media, the discount doesn't stop at that stock.
Palantir’s Revenue Nearly Doubled. Now the Price Has to Catch Up.
A 93% revenue surge and a PwC deal cement Palantir’s commercial AI position, but a forward multiple above 110x still…
Five Below Raised Guidance While Lululemon Sank. That Gap Is the Trade.
Five straight quarters of double-digit comps, 52 new stores, and a $600 million buyback make Five Below the clearest buy…