Nvidia Is Buying Scarcity, Not Just Concrete
A $3B bet on Lancium is a bet on Texas grid access, after ERCOT’s pre-July 10 Batch Zero cutoff.
Politics
Gold Is Down 24% From Its High. The $5,000 Path Runs Through 2027.
Wheaton just posted record Q2 results. The structural case for gold's next leg is stronger than the price suggests.
Lucid Beat Revenue. Free Cash Flow Is the Alarm.
Revenue beat, free cash flow missed. Three catalysts now decide everything.
Three Short-Term Bond ETFs Worth Your Attention Right Now
The Fed's hawkish shift makes the short end of the curve more interesting than it has been in years.
CORZ Is Down 32% From Its High. The $24B Backlog Says Otherwise.
Core Scientific just beat Q2 revenue by $19M and landed a 15-year AMD deal worth $14B in base contracted revenue.…
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.
Lam Research Is Up in 2026. July 29 Forces the Real Question.
A $140B wafer fab equipment outlook meets a highest-stakes earnings call in chip equipment.
SLB Is Down 37% From Its Peak. The Company Is Not the Same One.
An oilfield giant is rebuilding its business around modular data center infrastructure and power. Q2 earnings land today.
Verizon Reports Q2 Today. The Frontier Bet Is Just Getting Started.
A $20B fiber acquisition, 30M new passings, and the first full Frontier quarter drops this morning.
ISRG Beat by Nearly 12%. The Stock Is Down About 42% From Its High.
Robotic surgery posted its best quarter in years. The market responded by selling it.