Category: General

The rotation out of chips and into enterprise software is accelerating — here is how to trade it while yields weigh on everything else.

Every month the PJM backstop stays delayed is another month of scarcity pricing for generators already running there.

Friday’s Nasdaq-100 high masked a seven-week breadth slide. Here is where that leaves the trade heading into earnings season.

Private-label products now generate 25–35% higher margins for retailers than national brands, and Kroger, Walmart, and Costco are deliberately widening that gap.

The Section 338 import bans that went live at 12:01am Tuesday are narrower than the headlines suggest, but the stacking cost on GM, Ford, Stellantis and Molson Coors is real.

Mesabi Metallics is building something real. It just isn’t a 2026 trade.

BHP’s mine is resuming gradually while 1,000 supervisors vote on a contract their union urged them to reject.

The CRO exit spooked traders, but the options premium that spiked on the news may be the real opportunity here.

With the ClarkSea Index at an all-time high and Hormuz still closed, the risk for FRO, DHT, and INSW sits on the diplomatic calendar.

Muse security flaw and spending math pulled Meta down 3.4% Friday, and $750 is the level that matters now.