Dell Raised Full-Year Revenue Guide by $25B. Stock Up 300%.
A $95B AI backlog and a 43% EPS beat test what is in the price.
Top News
The S&P 500 Enters September With a Fed Decision and $91 Oil
After a positive August and a 13.1% year-to-date gain, history says September can still be positive. The real threats are…
Shell’s Crackers Are for Sale. Exxon or LYB Should Buy Them.
At up to $8 billion for U.S. ethane-advantaged capacity, this is a trough acquisition question. The rational owner matters as…
The Primary Market Machine Is Running at Full Speed
A record-pace bond issuance cycle and a transformed IPO access model are rewriting what retail investors can actually do in…
The Fine Won’t Break Meta. The Fix Might.
The real threat in Oakland is not the dollar figure. It is what happens to engagement if the court rewrites…
The $100B Refund Most Investors Ignore
Washington is refunding more in tariffs than it collects. Gold is a quiet beneficiary.
Gold at $4,350. The Sideline Cash Is the Story.
A surprise jobs loss just handed underweight investors the year’s most uncomfortable entry signal.
Chevron’s Biggest Quarter in Years. War Helped.
Record U.S. output, bigger Hess synergies, and a Microsoft power deal make Chevron look different from past cycles.
The $64B Unlock Nobody Is Watching
A July 1 capital rule shift gives community banks room to lend.
Caterpillar Is Up 100% in a Year. August 4 Is the Reality Check.
A data center downgrade just hit CAT hard. The Q2 numbers will decide if the AI thesis still holds.