$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.
Category: Top News
Starlink Is Funding a Black Hole
SpaceX’s only profitable segment posted $1.66B in operating income last quarter. Its AI division consumed $15.83B in capex. That math has a limit.
Amazon Has a $25B Chip Business. Wall Street Just Noticed.
The stock jumped after earnings. Options now face a harder question.
Oil Is Up 22% in July. The Fed Meets Tomorrow.
June CPI looked like relief. The math behind it is already reversing.
APH Is 15% Below Its High. July 29 Is the Real Test.
A $9.4B quarterly orders number and 58% revenue growth meet an ~$18.7B total-debt load at earnings.
Chevron Reports July 31. Oil Just Hit $100.
The energy trade is back. Here is what the data says ahead of Q2 earnings.
Danaher Just Beat Q2. The Masimo Story Is Just Getting Started.
Net earnings up 60% and guidance raised this morning. The stock is still down ~22% this year.
Sandisk Is Down 42% From Its High. August 5 Is the Reset.
A NAND supercycle, a Goldman target hike, and a Q4 earnings catalyst converge on August 5.
TSMC Beat on Everything. The Stock Still Fell 5%.
A $265B US commitment and record margins are meeting a crowded-trade reset.
Eli Lilly Is Growing Like a Software Company. The Valuation Debate Is Getting Loud.
Mounjaro sales up 125% in Q1. A new pill just launched. Q2 earnings could reset the story again.