Trump Threatens South Korea With Tariffs Over Alaska LNG Deal
A disputed $54 billion Alaska LNG claim is now a trade flashpoint.
TCI Exclusives
Nike at $36 Before Thursday: What the Turnaround Still Has to Prove
Three numbers from Elliott Hill’s earnings call will determine whether this is a long-term buying opportunity or a value trap wearing a Swoosh.
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.
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.