Two Forces, One Level: Trading DXY Around 99 Into Warsh Friday
Iran sanctions push the dollar up; the Treasury buyback pulls it down. Neither is winning, and that sets the trade.
What Nasdaq Multiples Don’t Price In
Taiwan’s record $35 billion defense budget puts a price on tail risk. The question is whether chip stocks reflect any of it.
Apple’s AI Desktop Bet
August 25, 2026 Apple’s AI Desktop Bet New Mac Mini and Mac Studio signal where Apple sees the next hardware…
The Refinery Is the Moat in Rare Earths
Separation is where the 20-year franchise is built.
Gilead’s One-Molecule Bet
Thursday’s FDA decision on bictegravir plus lenacapavir will test how much of Gilead’s future depends on a single capsid inhibitor.
The AI Chip Play Behind the Google Deal
August 24, 2026 Marvell’s Quiet Growth Engine The Google deal dominates the headlines. The wealth opportunity is in what powers…
SPCX Is Down Today. November Is the Real Test.
Today’s unlock is small. November’s 1.3B-share Q3 tranche is the stress test that matters.
IBTA’s 48% Surge Deserved a Closer Look
Analyst Targets Needham: Buy, $45 price target Evercore ISI: In-Line, $42 price target (raised from $40 post-Q2) Goldman Sachs: Sell,…
PLTR Grew 93%. The Multiple Is Still the Fight.
Hey there, bargain hunter. The quarter was not ambiguous. Palantir reported $1.935 billion in Q2 2026 revenue, up 93% year…
The Network Layer Is Now the Hottest Trade in AI
The Layer Nobody Is Watching Is Running the Table The S&P 500 closed Friday at 7,674, up 0.43% on the…