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Year: 2026

The Nuclear Trade Isn’t Hype Anymore. It’s Contracts, Uranium, and 20-Year Deals.
Top News

The Nuclear Trade Isn’t Hype Anymore. It’s Contracts, Uranium, and 20-Year Deals.

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.

May 28, 2026
New Fed Chair, Rising Rate Hike Odds, and a Market That’s Still Near All-Time Highs — Something Has to Give
Economy

New Fed Chair, Rising Rate Hike Odds, and a Market That’s Still Near All-Time Highs — Something Has to Give

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 and the AI numbers are already hard to ignore
Newsletters

Broadcom reports June 3 and the AI numbers are already hard to ignore

May 28, 2026 Broadcom Reports June 3. The AI Numbers Already Say a Lot. Q2 guidance blew past consensus. A…

May 28, 2026
Redwire (RDW): When Space Gets Loud
Newsletters

Redwire (RDW): When Space Gets Loud

May 27, 2026 Redwire (RDW): When Space Gets Loud Two days of gains, 99M shares, an ESA delivery — and…

May 27, 2026
The defense trade everyone understands but not everyone owns
Newsletters

The defense trade everyone understands but not everyone owns

May 26, 2026 The Defense Trade Everyone Understands But Not Everyone Owns The numbers are not subtle. Backlogs are at…

May 26, 2026
The government is now a Rigetti shareholder
Newsletters

The government is now a Rigetti shareholder

May 25, 2026 RGTI: When Washington Stops Watching and Starts Buying The CHIPS Act deal that just made the U.S.…

May 25, 2026
AEM posted numbers most investors ignored
Newsletters

AEM posted numbers most investors ignored

May 24, 2026 Agnico Eagle Mines (AEM): The Miner Behind the Metal Gold gets the attention. This company is getting…

May 24, 2026
The quiet AI winner no one brags about
Newsletters

The quiet AI winner no one brags about

May 23, 2026 Arista is the quiet AI winner When clusters grow, networking becomes the constraint Arista Networks: the unglamorous…

May 23, 2026
Dell Technologies (DELL) +4.1%
Newsletters

Dell Technologies (DELL) +4.1%

May 22, 2026 Dell Technologies (DELL) +4.1% The infrastructure play nobody’s talking about loudly enough Sponsored First a note from…

May 22, 2026
Your Gold Earns Nothing
Newsletters

Your Gold Earns Nothing

May 22, 2026 Your Gold Earns Nothing Featured: Walmart Beat on Revenue. Then the Stock Dropped 8%. Sponsored Dear Reader,…

May 22, 2026

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