Pricing, Production Drive Incremental Margin Gains for This Truck Holding
What we’re watching to see through diminished near-term industry visibility.
India Readies for Largest-Ever IPO
Jio Platforms, backed by Meta and Google, is due to list on Wednesday. Here’s what to watch in the offering.
VIDEO: Host Digital on Speed to Power and the AI Infrastructure Buildout
A differentiated AI infrastructure model can benefit from vibrant demand.
Would You Pay Your CEO $6 Billion to Sell the Company to His Other Company?
Elon Musk’s magic $506 number, why he wants to close this deal fast and how I’d trade it.
Anthropic Rocks Wall Street
The market parties on Anthropic filing (as company warns it might need more cash, and signals AI may take coding jobs and have catastrophic risks to mankind).
The Story of the Market Is Access to Capital, Not Its Cost
Anthropic needs Broadcom guarantees to obtain massive loans.
The Russell 2000 Is the Chart to Watch. Here’s Why.
I’ve mentioned the equal-weight S&P as an important indicator before. But now, I’m watching the Russell 2000 because it might have even better guidance for traders and investors.
Some Say the Market Can’t Fall, But Has Buying Begun to Dry Up?
Sentiment remains bullish for the Mags and Semis. But volume appears to be narrowing. Here’s my analysis.
Chart of the Day: Can Microsoft Save the Magnificent Seven?
Earnings are out this week and expectations are quite high.
Neocloud Shakeout Sets Tone for Pivotal Week
With the Fed, Microsoft, Alphabet and Amazon on deck, the AI-related spending debate comes to a head.