XLE posted a 37% Q1 surge. But with Brent near $106, a Strait of Hormuz standstill, and the EIA flagging record production shut-ins, the real question isn’t whether energy ran — it’s whether it can hold.
Custom silicon, record revenue, and a $100B runway — this is not your average chip story.
Spot gold is near historic highs even as the Fed stays hawkish – and the options skew is revealing which way smart money is leaning.
AI data centers are signing decade-long power agreements with nuclear operators. Uranium near $86/lb. SMRs moving from concept to construction. Here’s how to think about the entry.
Kevin Warsh just replaced Jerome Powell. Inflation is at 3.8%. The FedWatch Tool is pricing in rate hikes, not cuts. And the S&P 500 is historically expensive. Traders need a framework for what comes next.
May 28, 2026 Broadcom Reports June 3. The AI Numbers Already Say a Lot. Q2 guidance blew past consensus. A…
