Skyworks Is at a 52-Week High. The Qorvo Merger Is Why You Keep Buying It.
With China’s SAMR in its final review phase and Korea still reviewing, Skyworks just logged its best week since 2009.…
J&J’s Surgical Robot Is in Operating Rooms. Its Device Business May Never Be the Same.
Wall Street has spent the better part of two years focused on one problem at...
Bloom Energy, Everpure, and Illumina Face the Quarter’s Biggest Forced Flow
Friday is quadruple witching. Monday the S&P 500 swaps out three names. Here is who carries the buying pressure and…
Coinbase Is Already Building the Post-CLARITY Future. Tuesday’s Vote Could Price It In.
The Senate cloture vote on September 15 is a binary event for COIN, and the stock has barely moved to…
SoundHound Bought Its Fifth Company. Can This One Deliver Profit?
September 12, 2026 The LivePerson close and a new CFO landed the same day SoundHound...
Warsh’s First Rate Hike Is Here. Where Does the S&P 500 Go Next?
August CPI locked in Wednesday's 25bp move. The fresh dot plot and a 10-year yield near 5% are the bigger…
European Gas at €80 Is the Second Energy Shock Equity Managers Feared
With storage about 16 points below seasonal norms and the ECB hiking the same week, European chemicals and steel margins…
The Pentagon’s $5B Bet on U.S. Power Gear
September 11, 2026 Washington just made power-grid gear a security priority. Vertiv is building into...
The ECB Hiked to 2.5%. The Euro Is Not Done Moving.
With the Fed on hold and December in play, the policy gap between Frankfurt and Washington is the clearest trade…
TSMC Just Made the Capex-Peak Argument Harder to Win
August revenue rose to NT$514.81B, and Oracle reports after the close today