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breaking-news

S&P 500 Targeting 8,000: Analyst Revisions Hit +2.1% in Rare Bullish Signal

Analysts are chasing numbers UP for a change. With S&P earnings revisions at +2.1% vs. a historic -1.9% average, the 8,000 bull case is getting harder to ignore.

Aug 6, 20262 min read

SNDKWDCBPGOOGL

breaking-news

Eli Lilly Surges 5% on Zepbound Demand, Uber Beats by 44%

Eli Lilly popped 5% on blockbuster Zepbound demand. Uber posted its first EPS beat in three quarters. Social sentiment is catching up fast.

Aug 5, 20262 min read

LLYCVSUBERDIS

breaking-news

SpaceX Beats Revenue Estimates but Falls 7%: Buy the Dip?

SpaceX crushed revenue estimates in its debut earnings report, but shares gave back gains fast. Here's what the numbers actually say.

Aug 5, 20262 min read

SPCXNVDAAMDPLTR

breaking-news

Paycheck-to-Paycheck Rate Hits 63%: The Consumer Is Breaking

63% of Americans live paycheck to paycheck, up from 59% in March. War-driven inflation is creeping up the income ladder fast.

Aug 4, 20262 min read

XOMCVXSHELWMT

breaking-news

AstraZeneca Tanks 7% on Bristol Myers Merger Talks: Is AZN a Buy?

AstraZeneca fell over 7% on merger talk with Bristol Myers Squibb. Analysts are calling it perplexing. Here's why the market is right to be skeptical.

Aug 3, 20262 min read

AZNBMY

breaking-news

Japan's Yen Crisis Has No Good Exit: Buy Gold, Not JPY

Japan's central bank is stuck: raise rates and blow up the budget, or hold and slowly impoverish every saver in the country. There's no good door here.

Aug 2, 20262 min read

GLD

breaking-news

US-Iran War Enters Month 6: Traders Now Bet on Strategic Defeat

The US-Iran conflict is six months old. Traders who called a 4-8 week resolution are quietly deleting their tweets.

Aug 2, 20262 min read

SHELUSOGLD

breaking-news

US-Iran War Sends Shell Profit Up 100%: Who Wins Next?

The US is bombing Iran, the Fed is frozen, and Shell just doubled its profit. War is bad. War-driven commodity spikes are complicated.

Jul 31, 20262 min read

SHELIAGGLD

breaking-news

OpenAI Slashes Luna Prices 80% as AI Price War Heats Up

OpenAI just dropped prices on two models by up to 80%. The AI price war is real, it is brutal, and it is just getting started.

Jul 30, 20262 min read

Oil Nears $110 as US-Iran War Spreads to Red Sea and Caspian

The US-Iran conflict is now spanning the Red Sea and Caspian Sea. Oil is flirting with $110. Here's what traders are actually saying.

Jul 30, 20262 min read

USOGLDMSFTMETA

breaking-news

Fed Rate Hike Back on the Table: BofA Says 1-in-3 Odds Are Too Low

Markets price a 1-in-3 chance of a hike. BofA says that's dangerously low. New Fed Chair Warsh has the political cover to pull the trigger.

Jul 29, 20262 min read

GLDUSOSPYQQQ

breaking-news

Boeing $BA Free Cash Flow Beats by $962M: War Contracts Next?

Boeing crushed cash flow estimates by nearly $1B and Ford is chasing a Cold War-scale military contract. The Iran war backdrop is making both look a lot more interesting.

Jul 28, 20262 min read

BAJBLU

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