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Microsoft spent $115.9bn on property and equipment in the twelve months to 30 June 2026, and the market’s opinion of that number reversed twice...
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The 4.4% Friday loss is not on the Philadelphia Semiconductor Index tape. Nasdaq’s page for 16 October 2026 shows a last of 11,137.29, down...
A 10% correction in the Nasdaq 100 has not printed. Friday’s official close was 29,187.55, which is 6.52% under the 6 October closing high...
The 6.35 percent figure was not this week’s tape. Netflix closed Friday, 16 October 2026, at $70.53, down $2.08, or 2.86 percent, from Thursday’s...
Nvidia’s week was not a 2.4 percent drift, and the stock is not on an eight-session break in the AI trade. The shares closed...
Microsoft spent $115.9bn on property and equipment in the twelve months to 30 June 2026, and the market’s opinion of that number reversed twice...
Index inclusion is not a re-rating. Reddit (RDDT) closed at $178.09 on August 14, 2026, up 12.63% on the session that confirmed its entry...
A 184% year does not make a stock cheap or expensive — it changes what the bull case has to prove. AMD closed at...
A stock that has risen 35-fold in a year cannot be analysed like a semiconductor company. SanDisk (SNDK) closed at $1,641.11 on August 14,...
The received wisdom about SanDisk is that it got lucky on a commodity. NAND flash went short, spot prices ripped, and a spun-out memory...
Updated 15 August 2026 Closes on 14 August 2026: Cameco (CCJ) $97.74 (−0.01%) · Constellation (CEG) $282.50 (+1.39%) · EQT $54.42 (+0.63%) · Vistra...
For years, Albemarle’s investment argument has been almost inextricably linked to electric cars. More electric cars meant more batteries, which meant more lithium, and...