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Month: August 2026

Two Miners to Own. One to Avoid.
Newsletters

Two Miners to Own. One to Avoid.

Gold miners are generating cash at a rate the sector has rarely seen. The VanEck Gold Miners ETF is up…

August 18, 2026
Home Depot beat. What’s Happened to Housing?
Newsletters

Home Depot beat. What’s Happened to Housing?

August 18, 2026 HD Beats. The Real Wealth Trade Is Still Waiting. Home Depot’s strongest comps in nearly four years…

August 18, 2026
Nvidia Is No Longer Just a Chip Company
Top News

Nvidia Is No Longer Just a Chip Company

The $105B Ohio guarantee makes Nvidia landlord, banker, and arms dealer of AI.

August 18, 2026
PATH Is Up From Its Lows. September 3 Is the Only Number Left.
Newsletters

PATH Is Up From Its Lows. September 3 Is the Only Number Left.

The Stock Nobody Was Watching Just Moved Sixteen dollars and change. That is where UiPath (NYSE: PATH) has been trading…

August 17, 2026
DDOG Beat Everything. One Customer Broke It.
Top News

DDOG Beat Everything. One Customer Broke It.

A 36% revenue surge, a raised guide, and a 19% selloff, inside the single metric that overrode every headline number.

August 17, 2026
Goldman Turns Cautious on Consumers
Newsletters

Goldman Turns Cautious on Consumers

August 17, 2026 Goldman’s Consumer Warning. Your Wealth Move Use the slowdown signal to rebalance toward resilience, not to predict…

August 17, 2026
The Fed Is Not the Bond Market’s Biggest Problem
Business

The Fed Is Not the Bond Market’s Biggest Problem

A $29 trillion borrowing wall, a BOJ poised to hike in September, and synchronized fiscal expansion across NATO are pushing global yields higher with or without Washington.

August 17, 2026
ROST Near Highs. Now It Has to Prove It.
Economy

ROST Near Highs. Now It Has to Prove It.

Q2 reports Thursday. The comp math Ross published is the warning nobody is leading with.

August 16, 2026
ROST Reports Thursday. Watch Q3.
Newsletters

ROST Reports Thursday. Watch Q3.

August 16, 2026 ROST Near Highs. Now It Has to Prove It. Q2 earnings hit Thursday. The beat is expected.…

August 16, 2026
Alibaba Won the Open-Source War. Now Comes the Bill.
Business

Alibaba Won the Open-Source War. Now Comes the Bill.

Qwen runs on a billion downloads. Aug. 28 decides if BABA catches up.

August 16, 2026

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