The Government Just Bought Stakes in Chip Startups
Washington is taking minority stakes in seven chip deals. Intel explains the appeal and the risk.
TCI Exclusives
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.
Chips Are in a Bear Market. The Real Question Starts Next Week.
A 20% crash in a month just created the sector’s most interesting entry debate in years.
J.B. Hunt Just Posted Its Best Quarter in Years. The Freight Cycle Has a New Playbook.
Revenue up 19%, EPS up 45%, and intermodal loads hit a record. The pricing opportunity has not even started.