Archive

The Premium Power Boom Has Begun

Recent deals show just how badly tech firms want clean, stable energy...

• CEG
• META
• MSFT

Elon's Pet Project Is More Powerful Than Ever

This is a cautionary tale for investors who assume that all companies tied to DOGE's tech agenda will deliver...

• BBAI

The Real DOGE Era Starts Now

There's still a long road ahead... which means a lot more spending...

Possible Fuel for the U.S. Credit Engine

This particular change to banking regulations is coming at a great time...

Wall Street's Bargain-Retailer Confusion

This kind of move would normally prompt a chorus of bullish upgrades...

• DG

Finding Stability With Poll the Parrot

Even a notoriously fiery politician like Andrew Jackson had a soft spot...

• CHWY
• IDXX

Don't Fall for the 'NATO Defense Rush' Trap

Not only is this a lot to ask... It's also far above what's typical for defense contractors...

• LMT
• RHM.DE

A New Mandate and a National Nuclear Priority

Wall Street is treating this business like nothing more than a science project...

• OKLO

Bubbles Might Be Good for You

In nearly every case, bubbles fund incredible progress...

• NVDA

Your Only Real Edge Against Wall Street

Even investing legends don't trust themselves to wing it...