Gold enters Wednesday's release of the July Federal Open Market Committee minutes with a September interest-rate increase still priced as a material risk. The Federal Reserve's August calendar schedules the minutes for August 19 at
AST SpaceMobile has spent four years being valued on a single question: can it raise enough money to finish the constellation? As of last month, that question is answered. After a $1.15 billion convertible offering,
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 inside six months. On 29 January the shares fell 9.99% in
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, 2026, up 7.39% on a session in which the entire memory
Weak US retail and consumer data slashed Fed rate hike bets, fueling rallies in Gold, foreign currencies, and crude divergence. Softening US Economic Data Dampens Federal Reserve Rate Hike Expectations Recent macroeconomic data releases from
The most repeated sentence about MP Materials is also the least accurate one: that Washington "bought a stake" in the rare earth miner the way it bought a stake in Intel. It did not. The
Energy has been the best-performing corner of the market this month, and almost every explanation of why is wrong. The sector ETFs rallied - XLE gained 7.6% and XOP 8.1% over 30 days against the
The market did not sell Micron because a Chinese company started making high-bandwidth memory. It sold Micron because a Chinese company listed. ChangXin Memory Technologies closed its first session on Shanghai's STAR Market on 27
Riot Platforms has signed a 20-year lease for 191 megawatts of data-center capacity at its Rockdale campus in Texas, turning power once developed for bitcoin mining into $9.1 billion of expected contract revenue. Riot called
Nebius is not being valued on the quarter it reports on Wednesday. It is being valued on a promise it has to keep by December, and the arithmetic of that promise is the most under-discussed
