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 US Department of Defense put $400m into newly created convertible preferred stock plus a warrant, at a conversion price of […]Read More

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 S&P’s 3.1%, per stockanalysis.com – but the four large names underneath tell four completely different stories. Cameco (CCJ) closed at […]Read More

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 July 2026 at 49 yuan, up 465.8% from an 8.66 yuan offer price, after raising 57.92 billion yuan — about […]Read More

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 the customer a “leading frontier AI lab” in its 10 August filing with the Securities and Exchange Commission, while Bloomberg […]Read More

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 number in the AI-infrastructure complex. Nebius exited the first quarter of 2026 with annualised run-rate revenue of roughly $1.92bn. Management […]Read More

Gold can be expected to rise further to the next resistance level 4400.00 (former top of wave iv from the start of June and the target for the completion of wave 3). Gold broke resistance area Likely to rise to resistance level 4400.00 Gold recently broke the resistance area between the key resistance level 4200.00 […]Read More

The market did not punish Honeywell Aerospace for missing a quarter. It punished the company for admitting that the bottleneck is not going away, and that distinction is what separates a $250 bull case from a $118 bear case. HONA closed 6 August at $156.47, down 23.16% on the day and 36.7% below its 2 […]Read More

The most common mistake in any Texas Instruments TXN price prediction is treating the stock as a broken analog name finally staging a recovery. It isn’t broken, and the recovery is already in the price. TXN trades at $276.15 as of 6 August 2026, up 56% year-to-date and 90% off its April 2025 low of […]Read More

Start by killing the number that has been circulating since Tuesday evening: SpaceX did not grow profits by 92%. Revenue grew 92%, to $7.81 billion. The company still lost money — a net loss of $541 million, per the results filed with the SEC on 4 August 2026. Adjusted EBITDA nearly tripled to $3.54 billion, […]Read More

The most revealing detail of the first joint US-Japan yen-buying operation since 1998 is not the size — it is the funding. The US Treasury bought yen by selling euros, not dollars, per Yahoo Finance’s account of the operation — an intervention engineered to strengthen the yen without Washington technically selling its own currency. That […]Read More