Independent equity research, trades, and weekly market notes.
Intel lost market share and customers such as Apple after rivals TSMC and AMD advanced their process technologies. The U.S. government provided rough…
Tesla is shifting from electric vehicles toward AI and humanoid robotics and is reallocating factories from Model S and Model X to Optimus. The compa…
Ouster reported revenue growth of 52.46% last year and recorded positive EBITDA in Q4. The stock rallied strongly then declined into 2026 before reco…
Markets staged a strong rebound since the start of April as the Fear & Greed Index climbed from extreme fear into greed. A tentative peace signal bet…
More than 250 Chinese firms list on U.S. exchanges representing about $1.1 trillion in market value. China’s Q1 2026 GDP grew at 5% led by manufactur…
Recent market rebound hinges on two core drivers: the path of interest rates and the quality of corporate earnings. Geopolitical headlines add shortt…
Investors remain roughly flat despite Boeing overtaking Airbus in recent deliveries and stabilizing 737 MAX output; a large multi-year backlog and re…
Bull case for KWEB centers on cheap Chinese internet and technology shares relative to US peers, an AI pivot led by Alibaba and Baidu, a two-speed ma…
Ceasefire plans stalled and the Strait of Hormuz remains closed. Negotiations between Vice President JD Vance and Iranian Parliament Speaker Mohammad…
Energy Transfer operates an extensive North American pipeline network and reported $82.7 billion in revenue last year. First Solar uses thin-film pan…
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