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The US dollar has held around familiar areas with July’s inflation matching the consensus precisely. American inflation, headline and core, on 12 August was...
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Almost everyone reading Micron’s chart draws the wrong lesson from it. The stock went up roughly 8.4 times from its 52-week closing low of...
Nokia’s 30% collapse in July looked like the market calling time on a hype cycle. It was not. Read the quarter and the opposite...
The comparison everyone is making is wrong in a specific, checkable way. Applied Optoelectronics (NASDAQ: AAOI) is being pitched across retail feeds as “the...
Boston Scientific has lost more than half its value in eleven months, and almost every explanation you will read blames a slowdown. That is...
The US dollar has held around familiar areas with July’s inflation matching the consensus precisely. American inflation, headline and core, on 12 August was...
The United States government does not own five per cent of Lithium Americas Corp. (NYSE: LAC). It owns something more interesting, and almost every...
The most repeated sentence about MP Materials is also the least accurate one: that Washington “bought a stake” in the rare earth miner the...
Gold can be expected to rise further to the next resistance level 4565.00 – former resistance form May and the target for the completion...
BigBear.ai grew revenue 13% last quarter and its shareholders got poorer. That is not a contradiction, and it is the single most important thing...
NuScale Power booked $75,000 of revenue last quarter. Not $75 million – seventy-five thousand dollars, down from $8.1 million a year earlier, per the...
Peter Thiel’s Thiel Macro hedge fund has been conspicuously out of investing in stocks for a while. His fund reported zero 13F holdings at...