TSMC Just Made the Capex-Peak Argument Harder to Win
August revenue rose to NT$514.81B, and Oracle reports after the close today
Politics
Snowflake Is Up 22% This Week. Here Is Why It Has More Room.
Three straight quarters of accelerating growth and a raised full-year guide have Wall Street racing to price in SNOW. The…
Two Energy Positions That Hold Whether This Oil War Ends or Not
With Brent near $97 and a nuclear deal now officially in doubt, the real trade is building positions that pay…
Canada’s 50% Counter-Tariffs Land Tuesday. Here Is How to Rotate Before the Open.
Ottawa’s counter-tariffs go live at 12:01 a.m. Tuesday, splitting U.S. industrials into clear winners and losers before U.S. markets reopen.
Microsoft Keeps Getting Sued Over AI. Does It Matter?
The copyright cases against OpenAI and Microsoft are growing. Here is how to think about it as an investor.
New EVs Stall. Used EVs Surge. Same Buyer.
The tax credit cliff didn’t kill EV demand. It redirected it, and the split tells traders where the real market…
What Last Year’s Shutdown Tells You About This One
The October 2025 shutdown erased a jobs report and barely dented the S&P 500. Here is the calm playbook if…
Southern Company’s 3.2 GW Bet Is Now Contracted
Georgia Power’s OpenAI deal changes load outlook, and the fine print matters as much as the gigawatts.
Silver’s Six-Year Deficit Just Got Worse
The metal is trading near $69 and the supply math has not improved. Three producers just proved the cash flow…
Five Dividend Fortresses for an Uncertain Market
When recession odds are debated and gold is near record highs, these five companies keep writing checks regardless of what…