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Traders Are Shorting Oil As If The Hormuz Crisis Is Over

In yet another sign that the paper oil market may be too complacent about the magnitude of the supply disruption in the Middle East, trades have been boosting their short positions in oil futures for most of the past tw…

Markets

The Spill: Is Broadcom (AVGO) the Other AI Trade?

Last quarter, AI semiconductor revenue hit $10.8 billion, up 143% year over year. Management expects that to reach $16.0 billion this quarter, a jump of more than 200%.

Markets

Corn Slips Off the Highs into Wednesday’s Close

Corn futures slipped off the early gains on the Wednesday session, with July down ½ cent and other contracts fractionally to 2 1/4 cents higher. The CmdtyView national average Cash Corn price was steady at $3.86 1/4.

Markets

The Radical Bet At The Heart Of SpaceX's $1.75 Trillion IPO

There are data centers in Texas that were fully built out over a year ago, kitted with server racks, networking, and GPUs, and are sitting idle, waiting for a grid connection. It is a power problem, and it is the same p…

Markets

Dear Baidu Stock Fans, Mark Your Calendars for June 30

Chinese internet services provider Baidu (BIDU) shares fell 2.1% intraday on June 8, as the company’s name was added to the Department of Defense’s (DoD) list of Chinese military companies (CMC) operating in the U.S. Un…

Markets

Nasdaq Stock: Is NDAQ Underperforming the Financial Sector?

New York-based Nasdaq, Inc. (NDAQ) operates as a technology company that serves capital markets and other industries worldwide. Valued at $49.5 billion by market cap, the company provides trading, clearing, exchange tec…

Markets

OpenAI eyes 10 GW Ohio facility: The Information

OpenAI is in negotiations to lease a proposed 10-gigawatt data center campus on federal land in southern Ohio, with Nvidia (NASDAQ: NVDA) potentially backing the project financially, The Information reported on Wednesda…

Markets

AAR Corp (AIR) is Gaining from an Aging Fleet of Airplanes

Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP app…

Markets

Microsoft Corporation (MSFT): Valuation Gap Signals Opportunity?

Dodge & Cox Fund, an investment management company, released its first-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter is available to download here. U.S. equities declined broadly in Q…