Healthcare has outrun SOXX since June. The flows have barely started.
Category: Economy
Lumentum Just Doubled Its Revenue. It Still Can’t Ship Fast Enough.
A 109% revenue surge and Q1 guidance 8% above consensus are the headline. The 30%+ supply gap underneath is the…
Nvidia Just Turned GPUs Into Collateral
A $500 billion financing consortium reframes AI compute as infrastructure debt. The real debate is whether chips can hold their…
The Floor Under $4,400 Gold Is Not Iran
Central banks bought a Q2 record 289 tonnes as prices fell. That structural bid is what matters now.
Shopify Is Not Winning the AI Search War. It Built the Road.
Q2 revenue beat by $130M. The AI traffic data is real. But the infrastructure play underneath it is what changes…
The $570B Wall Street Can’t Absorb
AI bond supply is testing demand. Early September is the real stress point.
BP Is Using War Profits to Rebuild Itself
The $5.7B quarter is real. The question is what BP looks like when the shooting stops.
Apple Crossed $9B in India. That’s Not the Real Story.
Six stores, a manufacturing empire, and an $870 iPhone in a country where per-capita GDP is about $2,700.
Big Oil Just Had Its Best Quarter Since 2022
Brent posted its biggest monthly gain since March. Exxon, Chevron, and Shell earned a combined $404 million in profit per…
GM’s Hybrid Bet Is Hiding in a Corvette
The Grand Sport X is the only hybrid GM sells in the U.S. That says more about electrification credibility than…