Markets
China’s reported DUV milestone and CXMT’s extraordinary debut do not erase ASML’s lead—but they change the probability map for export controls, memory competition and the semiconductor supply chain.
Markets
Micron’s record margins, $50 billion revenue guide and Monday selloff expose the core debate: structural AI scarcity or the most powerful memory cycle yet.
Markets
Early futures lean lower as China’s chip advance weighs on technology, oil keeps sliding and investors await consumer data, Boeing and a live Federal Reserve meeting.
Markets
Johnson & Johnson’s proposed $5.5 billion talc resolution could convert years of courtroom uncertainty into a measurable cash obligation—but finality still has conditions.
Markets
Oil relief lifted the open, chip anxiety split technology, and a broad advance beneath the S&P 500’s flat finish revealed a market rotating faster than its indexes.
Markets
Michael Burry’s latest self-reported moves, Bill Ackman’s concentrated portfolio and what their disagreement reveals about AI, valuation and market structure.
Markets
The news, catalysts and scenario map for the Magnificent Seven and Micron as markets test the return on unprecedented AI infrastructure spending.
Markets
What the U.S.–Iran war and constrained Strait of Hormuz flows mean for major defense contractors, upstream producers and refiners.
Markets
Wall Street enters a five-day gauntlet of oil diplomacy, a live Federal Reserve decision, inflation and growth data, and four consequential technology earnings reports.
Markets
Brent crossed $100 before retreating, lifting Exxon and Chevron while Valero showed why refiners respond to a different earnings equation.
Markets
Lockheed Martin and RTX rallied after stronger results and outlooks turned defense replenishment demand into measurable backlog and cash flow.
Markets
Apple, Nvidia, Micron, Meta, Alphabet, and Tesla revealed a widening divide between AI demand, capital spending, and cash returns.