The market will be watching two things above all else:  capex guidance and monetization language... the debate has shifted from "how big is capex" to "who proves monetization and returns."

Power is the new semiconductor.

The Roundhill Video Games ETF is down about 14.8% YTD.

Raising rates in response to an external energy shock is akin to raising taxes to reduce rainfall...

It’s a common-factor risk stock correlation is singularly unpriced for...

The proposed 6 month reporting period for public companies is a unconscionable idea...

The Tactical SOX Trade.

Pro was held back after falling short of Google's internal targets, particularly on coding...

Scores of empty homes and collapsing buildings on a former Navy base in Alaska receive tax-funded internet access, an investigation by local reporters found...

The twin AI trends of token optimization and a share shift to cheaper open models (Chinese or otherwise) are dominating investors' thoughts over the last several weeks... here's what the AI-natives are saying...

Has Wall Street become too bearish on America's biggest cash machines? Hedge funds have cut exposure aggressively, dealers are short gamma, and expectations have been reset just as earnings season begins. Here's why the pain trade may be higher.

...what does the Amazon playbook require of SpaceX?

"The State of Israel has no interest in joining..."

"Head on a swivel" is the new normal for traders in this increasingly volatile, hyperbolically levered, and regime-shifting market environment we find ourselves in...

ADNOC will develop the project alongside its international partners - France’s TotalEnergies, Italy’s Eni, and China National Petroleum Corporation (CNPC)...

"What does that have to do with fixing potholes?" 

 

A panel had upheld a ban on gun possession for felons but will now reconsider the case amid constitutional concerns...