Alphabet Continues to Expand Its Data Center Footprint Over the Next Few Years, Further Consolidating Nvidia’s Position in the Supply Chain

Technology

Moderna’s Market Value Exceeds Twenty Billion Dollars, Yet Ongoing Operating Losses and Competitive Pressures Continue to Trouble Investors

Life Science

AbbVie Q2: Sell-the-News Risk, Long-Term Conviction

Life Science

High Interest Rates Linger Without Hurting Bank Profits, With Bank of America and PNC Emerging as Sector Standouts

Financial Service, Real Estate

Interpreting the Market Signals Behind BlackRock’s $270 Million Digital Asset Transfer

Cryptocurrency, Technology

Can Arm Regain Its Stride? Earnings on July 29 Hold the Answer

Technology

Apple Dethrones Nvidia Ahead of Earnings as AI Spending Doubts Grow

Technology

No Mineral Supply Chain, No AI Future

Base Metals, Energy Metals, Technology

NextEra Energy’s Stock Rises Over 20% in the Past Year, Market Eyes Whether Its Valuation Remains Attractive

Energy

Aluminum Futures Have Erased the War Premium, But Physical Markets Haven’t

Base Metals

The Road to $800: Nvidia’s $250B OpenAI Backstop Is Only the Beginning

Technology

CXMT’s $85 Billion Debut: Near-Term Relief for Micron, but Long-Term Supply Storm Brewing

Technology

At 30% Off Its High, Microsoft Needs This Earnings Report to Prove the Bears Wrong

Technology

Bristol-Myers Squibb’s High Dividend Temporarily Backed by Financial Support, but Patent Cliff Poses Future Concerns

Life Science

Tenet Healthcare Beats Q2 Expectations, Raises Full-Year Guidance, Sending Stock Up Over 17%

Life Science