China just blacklisted America's only rare earth miner. The real trade is the refinery, not the mine.
A selloff built on unmet expectations may be the most interesting entry point in the chip space...
The spending is real and accelerating. The earnings are starting to matter more than the story.
The spending is real. The question now is whether the companies can actually deliver.
A permanent $4.7 billion penalty is the smallest part of what just changed for Google.
Record revenue, a fresh analyst upgrade, and a Q2 earnings date that now defines the trade.
The brokerage just became a blockchain, an AI trading desk, and a global bank all at once.
A rare convergence of record retail flows, a $7.9 trillion cash pile, and the largest buyback cycle...
The Q4 guide of $50B changes everything the market thought it knew about memory cycles.
Record revenue, a $91B guide, and a stock that won't hold gains. Here is where the trade...