Independent market research, trades, and weekly market notes.
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…
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…
Geopolitical stalemate between the U.S. and Iran is keeping markets headline-driven, elevating energy and defense exposure and raising inflation risk…
First Solar's thin-film, vertically integrated model reduces reliance on the China silicon supply chain and supports utility-scale projects tied to h…
Energy Transfer benefits from structural natural gas demand created by around-the-clock AI data centers and long-term cloud contracts; its diversifie…
CoreWeave evolved from a niche GPU provider into a hyperscale challenger built specifically for AI workloads. The stock remains down 87% from its pea…
Chinese ADRs have faced strong volatility amid uncertainty around U.S.-China negotiations. Full Truck Alliance operates a freight-matching network wi…
Major indexes began April with upward moves as buyers pushed stocks off 2026 lows. U.S.-Iran tensions rose after Iran downed multiple U.S. aircraft a…
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