With nearline capacity largely allocated into 2028 and fiscal Q1 revenue guided to $4.1 billion, the selloff in STX has handed investors a re-entry the fundamentals don’t fully support.
Trump’s softer tone on Canada helps, but tariffs on autos, aluminum, and lumber still bite.
A record Q2, a bigger buyback, and Brent above $100 make refining a straightforward oil trade.
Markets must price the Fed on Sept. 16 and the BOJ on Sept. 18, and the bigger risk sits in the bond market, not the yen.
Pre-orders opening this morning show whether consumers will absorb $1,199 starting prices shaped by a global memory shortage.
With output at a 36-year low and export routes constrained, oil dips are opportunities to buy, not invitations to fade.
Rising rates have stopped the housing market from clearing. The more important question is which housing-linked holdings are already priced for that reality.
After a 63% gain in a year, investors face a real choice: own the metal, buy the miners, or take the profit.
Nvidia holds the lease, Lambda holds the contract, and credit analysts have no income statement to read.
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.
