Trump flew to Beijing. Markets flew south.
May 15, 2026 Summit Disappointment Big meeting, small outcomes — and markets noticed immediately. There was plenty of ceremony in…
No TSMC, No AI Boom
May 14, 2026 No TSMC, No AI Boom One company manufactures the chips powering every major AI system on earth.…
Huang on Air Force One
May 13, 2026 Huang on Air Force One What the Beijing meetings could change for chips, tariffs, and leverage. Today…
Huang on Air Force One
May 13, 2026 Huang on Air Force One What the Beijing meetings could change for chips, tariffs, and leverage. Today…
Hims & Hers just had a rough quarter — here’s what actually happened
May 12, 2026 Top Loser: HIMS A surprise quarterly loss and a pivot that’s costing real money Let’s start with…
Circle Reported This Morning. A Lot Happened.
May 11, 2026 Circle Reported This Morning. A Lot Happened. CRCL, COIN, HOOD, PYPL and what the CLARITY Act actually…
Micron Just Had Its Best Week Since 2008
May 9, 2026 Micron Just Had Its Best Week Since 2008 Sponsored First a note from Profits Run If you…
McDonald’s beat Q1. The market is still uneasy.
May 7, 2026 McDonald’s beat Q1. The market is still uneasy. A strong quarter built on value, bigger checks, and…
The boring infrastructure stock up 28% in revenue last year
May 6, 2026 VRT: The Infrastructure Stock Doing the Work While Nobody’s Watching 28% revenue growth. $15B backlog. EPS guided…
Exclusive-U.S. envoy says Belarus may free more prisoners in next month
WARSAW, April 28 (Reuters) – U.S. Special Envoy John Coale said on Tuesday he expects to secure the release of…