Browsing: Market Commentary

The discourse surrounding semiconductors has mostly adhered to a well-known script for the last two years. Nvidia, GPUs, hyperscaler spending,…

When a research note that no one quite anticipated appears on a trading floor, a certain kind of silence descends.…

The way BBAI has been trading lately seems almost unyielding. Even though the stock closed at $4.37 on Wednesday, up…

There was a moment on Tesla’s most recent earnings call when Elon Musk slipped into a sentence that sounded like…

The way he said it was not dramatic at all. For what most people in the room believed to be…

These days, a certain type of customer enters a dealership with a calculator app and a hint of anxiety. Interest…

When someone says something they shouldn’t during a Fortune 100 earnings call, a certain silence descends. That quiet has become…

The fact that the same seven names consistently appear at the top of the list whenever the world breaks is…

Right now, private market trading platforms are experiencing an odd phenomenon. Anduril shares are quoted at about $94 by Forge…

Right now, Delta Air Lines seems almost out of style. Delta sat in Atlanta, announced a dividend, beat earnings, and…