SpaceX Is No Longer a Rocket Company. The Market Hasn’t Decided What It Is.
Rockets are 12% of revenue. The $18.4B AI capex bill is why the stock fell anyway.
TCI Exclusives
Gold Is Caught Between Diplomacy and the Fed
Trump paused Iran strikes. Oil fell. September policy is still the risk.
The Government Just Bought Stakes in Chip Startups
Washington is taking minority stakes in seven chip deals. Intel explains the appeal and the risk.
Chevron’s Biggest Quarter in Years. War Helped.
Record U.S. output, bigger Hess synergies, and a Microsoft power deal make Chevron look different from past cycles.
The Market Has Closed Three Open Files. It Shouldn’t Have.
Hormuz is still burning, the Fed just produced its most fractured vote in a decade, and a rare earth clock runs out on November 10. Each of these deserves a second look.
Three Dissenters Just Changed Everything
The Fed held rates steady, but the 9-3 vote was the most hawkish FOMC split since 2016. September is now live.
Meta Reports Tonight. The Capex Number Is the Only Test.
A $60 billion revenue quarter could still send the stock lower.
Lam Research Is Up in 2026. July 29 Forces the Real Question.
A $140B wafer fab equipment outlook meets a highest-stakes earnings call in chip equipment.
EQT Just Rallied 8% on a Headline Miss
The market ignored the numbers and bought the strategy instead.
ISRG Beat by Nearly 12%. The Stock Is Down About 42% From Its High.
Robotic surgery posted its best quarter in years. The market responded by selling it.
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