Barrick Beat on Ounces. Costs Won the Quarter.
Production beat guidance. Costs hit cash flow. The IPO catalyst is just getting started.
Economy
$3B for Mining. Zero for the Bottleneck.
Washington’s critical minerals push is real. The processing gap it ignores is the investment question institutions are actually asking.
Five Gauges That Tell You If the AI Rally Has Legs
The debate is not bull vs. bear. It is which numbers to watch.
AMD Up 6% Tuesday. Q2 Is Not the Point.
The Helios ramp and Q3 guide are what traders need to watch tonight.
The Corvette Grand Sport X Is a $112K Bargain Nobody Is Talking About
721 horsepower, a new V8, hybrid AWD, and a price tag that embarrasses Porsche.
The Insurance Market Already Priced a 2027 Reopening
Trump gave no timeline at Camp David. The war-risk market gave one instead, and it runs through next year.
The Insurance Market Already Priced a 2027 Reopening
Trump gave no timeline at Camp David. The war-risk market gave one instead — and it runs through next year.
Manhattan Associates Just Jumped 22%. The Question Comes Next.
Three straight quarters of record bookings, a $2.47B RPO, and AI agents in production. The premium is no longer free.
LRCX Guided $1B Above Consensus
A record quarter and a guidance number nobody saw coming have collapsed implied volatility, right when the stock still sits…
Boeing Reports Q2 Today. The Backlog Is $695 Billion.
The recovery math is real. The cash flow question decides what happens next.