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…
Safe Assets Are Not What They Used to Be
T-bills still pay. Long Treasuries are bleeding. The $7.93 trillion parked in money markets is sitting on a reinvestment clock nobody is watching closely enough.
The $40T Signal Gold Is Reading Correctly
The Treasury buyback surprise, $7.93T in cash, and a yield curve that just broke its own rules.
Oracle Just Partnered With Its Biggest Rival
AWS signed. The stock is down 59%. The backlog is $638B. One of these is wrong.