Copper gets the headlines. A coming surge in Grasberg gold output is what the upgrades are really...
Business
The GAAP loss is real. So is the per-share Bitcoin math.
Hormuz is still burning, the Fed just produced its most fractured vote in a decade, and a...
A record quarter couldn’t hide a chip crunch that may lift Apple’s costs.
The stock trades near a decade-low valuation while the business keeps generating billions in cash.
85% revenue growth and a Rule of 40 score of 145% meet the market's hardest question.
A Meta nuclear PPA and record EBITDA are not yet in the price.
A historic Q2 beat and raised guidance just reopened the managed care trade.
480,000 deliveries, a Miami robotaxi launch, and a P/E above 350 all collide at Q2 earnings.
Every advanced reactor on America's drawing board needs one thing nobody is making at scale.
