Category: Money

NATO rearming and the Hormuz war just made defense the most visible trade of Q2.

The Crinetics deal is expected to close in Q3. August 3 is what investors need to watch.

Two biopharma giants sitting at opposite ends of the market’s attention span.

Record earnings, sold-out supply, and a $25 billion capex ramp — yet the market is selling the news.

ADP missed. Vanguard’s data is worse. The Fed has nowhere to go.

The supply chain story Wall Street is reading wrong.

The PC maker nobody respects just posted $16.1B in AI server revenue. The backlog says the real story has not even started.

The Strait of Hormuz is still disrupted. XOM, CVX, OXY, and COP are still printing cash.

The NEE-Dominion merger isn’t a one-off. It’s the starting gun.

WTI dropped to an eight-week low on peace hopes. Here’s how traders should be thinking about positioning in the best-performing sector of 2026.