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SpaceX Earnings Preview: Can 47% Revenue Growth Justify $13B Capex?
SpaceX Earnings Preview: Can 47% Revenue Growth Justify $13B Capex?
2026-08-04
SpaceX earnings preview: Can 47% revenue growth justify $13B capex? Key signals from Starlink, AI, Starship, cash flow and the share unlock.
SDY ETF Took In $1.8 Billion at Month-End. Was It a Real Dividend Rotation?
SDY ETF Took In $1.8 Billion at Month-End. Was It a Real Dividend Rotation?
2026-08-04
SDY drew $1.76B at month-end, but index re-weighting, lower subsequent assets and QQQM inflows complicate the dividend-rotation story.
USD/JPY Rebounds After U.S.-Japan Yen Intervention. Did It Work?
USD/JPY Rebounds After U.S.-Japan Yen Intervention. Did It Work?
2026-08-04
USD/JPY rebounded to 157.6 after the US-Japan yen intervention, retracing 28% of the drop. Why the unchanged rate gap still favours the dollar.
WTI Falls 5% After Trump Pauses Iran Strikes. Can the Hormuz Sell-Off Last?
WTI Falls 5% After Trump Pauses Iran Strikes. Can the Hormuz Sell-Off Last?
2026-08-04
WTI fell 5% after Trump paused Iran strikes, cutting the Hormuz risk premium. See why vessel traffic and OPEC+ now matter for oil prices.
Why Palantir Stock Jumped: 93% Growth, $1.2B Free Cash Flow and Raised Guidance
Why Palantir Stock Jumped: 93% Growth, $1.2B Free Cash Flow and Raised Guidance
2026-08-04
Palantir stock jumped after 93% revenue growth, $1.2B free cash flow and raised guidance. See what drove the rally and the valuation risk.
Atkore Stock Jumps on Prysmian’s $3.8 Billion Acquisition. What Is Prysmian Actually Buying?
Atkore Stock Jumps on Prysmian’s $3.8 Billion Acquisition. What Is Prysmian Actually Buying?
2026-08-04
Prysmian is buying Atkore for $95 a share. On Atkore's latest trailing earnings the deal costs 11.7x, not the 9.8x headline. What is Prysmian buying?
Why Are London-Listed Companies Moving to the US, and What Changes for Shareholders?
Why Are London-Listed Companies Moving to the US, and What Changes for Shareholders?
2026-08-03
London-listed companies are moving to the US for deeper liquidity. See what Flutter, CRH and Wise did, and what changes for shareholders in 2026.
Palantir Earnings Preview: Why 81% Revenue Growth Would Still Be a Slowdown
Palantir Earnings Preview: Why 81% Revenue Growth Would Still Be a Slowdown
2026-08-03
Palantir earnings preview: why 81% revenue growth may still signal a slowdown, and the revenue, margin and guidance levels that matter most.
How Did the S&P 500 Fall in July When 59% of Its Stocks Rose?
How Did the S&P 500 Fall in July When 59% of Its Stocks Rose?
2026-08-03
The S&P 500 fell 0.13% in July 2026 even as 296 stocks rose. Market-cap weighting and a 22% semiconductor selloff explain the gap beneath the index.
Why the DRAM ETF Fell 32% in July Despite $21 Billion of Inflows
Why the DRAM ETF Fell 32% in July Despite $21 Billion of Inflows
2026-08-03
Why did the DRAM ETF fall 32% in July despite $21 billion of inflows? See how concentration, ETF mechanics and expectations drove the drop.
India’s New Closing Auction: Why Cash Trading Stops at 3:15 and What Follows
India’s New Closing Auction: Why Cash Trading Stops at 3:15 and What Follows
2026-08-03
India’s new Closing Auction ends cash trading at 3:15. Learn how orders, intraday positions, closing prices and F&O change.
XLF ETF Hits a Record: Can Trading and Deal Revenue Keep the Rally Alive?
XLF ETF Hits a Record: Can Trading and Deal Revenue Keep the Rally Alive?
2026-08-03
XLF ETF record high explained: July's 6.2% gain came from trading, dealmaking and payments. What would keep the financials rally going.
Reddit Beat Earnings. Why Did RDDT Stock Still Fall 21%?
Reddit Beat Earnings. Why Did RDDT Stock Still Fall 21%?
2026-08-03
Reddit beat earnings and raised guidance, yet RDDT fell 21%. See how weaker US daily users and volatile search traffic changed the growth story.
Extreme market concentration finally backfires
Extreme market concentration finally backfires
2026-07-31
US equity funds faced outflows as investors questioned tech earnings and AI spending. Funds rotated into defensive sectors and financial stocks.
Figma Stock One Year Later: A 250% IPO Pop, Then a 79% Collapse
Figma Stock One Year Later: A 250% IPO Pop, Then a 79% Collapse
2026-07-31
Figma stock is down 79% one year after its IPO. See how a 250% debut surge, strong revenue growth and AI risks reshaped its valuation.