Palantir Fell 5.8% in a Day and Got It All Back the Next
The 48-hour round trip after Google’s Fairwind launch showed how little a single-session scare often means for PLTR.
TCI Exclusives
Nvidia Just Bought Hugging Face
The $12.93 billion deal shifts how developers access AI, and what it means for NVDA at $227
Whose Gross Margin Pays for Cheap Tokens?
Google’s price attack on Anthropic and Microsoft shows who can cut and who bleeds.
Frontline’s $2.61 Dividend Is Earning Its Keep. The Question Is What Happens Next.
With a key VLCC route near WS570 and one-year charters locked at $120,000, the real debate is how Hormuz diplomacy reshapes the payout.
When the Architect Wins in Space, Too
What Nvidia’s Starmind bet reveals about durable advantages and founders who compress time.
Defined Levels for a Market Pulling Two Ways on Crude
Brent’s slide toward $88 and Trump’s hardline Iran turn set up two trades inside the same barrel.
Marvell’s $12.2B Google Bet Reports Tonight
A revenue-linked warrant deal disclosed Aug. 19 sets the stakes. Tonight’s earnings test the custom silicon thesis.
ALB Target Cut to $140: Watch These Battery Tickers
JPMorgan cut Albemarle’s December 2027 target Tuesday as lithium prices soften. SQM, PLL, and LAC moved with it.
Warsh Says 2%. The 30-Year Says Prove It.
The Fed holds for a fifth straight meeting. The long end of the curve is running its own policy.
Two Miners to Own. One to Avoid.
Agnico Eagle and Kinross just posted record cash flow. Newmont is shrinking while costs rise.