Jabil Reports Sept. 24. Three Hyperscalers and $13.6B in AI Revenue Say Listen Closely.
Fiscal Q4 earnings are expected Sept. 24, and Jabil has raised its FY2026 AI revenue outlook to about $13.6B. The…
Politics
Casey’s Is About to Tell Us What $4 Gas Pays
Tuesday’s earnings cover the priciest Labor Day fuel stretch, and the math works differently than drivers think.
OPEC+ Meets Sunday With Brent Near $95. Energy Stocks Need a Plan.
The rollback is done. Sunday's decision sets whether XLE, XOM, and CVX hold gains into Tuesday.
Congress Cleared the Shutdown. Dec. 11 Is the New Risk.
The 370-48 House vote removes the Sept. 30 cliff, keeps the data calendar intact, and hands traders a fresh deadline…
Goldman, Citi and BofA Want to Issue a Dollar Stablecoin. Their Own Fees Are at Risk.
The real question facing the 21-bank consortium is whether it cannibalizes the correspondent-banking revenue its members depend on far more…
When AI Capex Pays: The Case for MSFT at $492
Azure's 43% growth quarter ended a year-long debate. Now ask whether the market has already priced it in.
Your T-Bill Ladder Has a New Ally
Bessent’s Treasury twist and the GENIUS Act are reshaping the short end. Here is what cash holders should know.
What Nasdaq Multiples Don’t Price In
Taiwan’s record $35 billion defense budget puts a price on tail risk. The question is whether chip stocks reflect any…
The Unloved Sector Just Beat Chips
Healthcare has outrun SOXX since June. The flows have barely started.
Cheaper AI Tokens Are Nvidia’s Best Growth Catalyst
The Jevons Paradox is alive in the GPU market. Falling token prices expand the addressable universe of AI workloads, and…