Silver Hit $67. Now Comes the Harder Question.
After a 63% gain in a year, investors face a real choice: own the metal, buy the miners, or take the profit.
Anthropic Is Spending $135 Billion It Hasn’t Borrowed Yet
Nvidia holds the lease, Lambda holds the contract, and credit analysts have no income statement to read.
AeroVironment Won a Landmark Army Laser Deal. Still Down 40%.
AVAV reports fiscal Q1 results tonight. A $465M laser award, big Street upside targets, and a Pentagon budget built for drones say the selloff has gone too far.
Samsung and SK Hynix Are Collecting a Toll on Phones
HBM4’s three-to-one wafer trade-off is tightening DRAM supply
The Yen Is at a Six-Month High. The Nikkei and the Dollar Are Next to Feel It.
With a BOJ rate hike now heavily priced for Sept. 17-18, traders need a plan across four assets before the meeting arrives.
Korea and Taiwan Are Building AI Hardware. Who Keeps the Profits?
Goldman sees 26% upside in Asia ex-Japan, but can Samsung and SK hynix hold their edge when the building cycle slows?
The 30-Year Treasury Is Paying 5.2%. Here Is What That Means for Your Portfolio.
This week’s 3-, 10-, and 30-year auctions offer rare income levels and they reset the hurdle for stock returns.
Anthropic’s IPO Delay Is the Institutional Demand Signal Nobody Wants to Name
SpaceX is about 34% below its June peak. That is the price discovery Anthropic’s bankers are racing to get ahead of.
The $19 Billion Signal Quant Trading Is Sending to AI
Jane Street’s Crusoe and CoreWeave deals show who is fighting for GPUs, and what it means for NVDA, CRWV, and neoclouds.
Seagate Is Up 200% This Year. Q1 Guidance Says It’s Not Over.
Record free cash flow, four straight EPS beats, and AI storage demand collide with a stock about 21% below its 52-week high.