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Israel Wants Its Missile Makers on Nasdaq — Three Weeks After Europe’s Tank Maker Failed to Go Public
For two years, defense was a demand story. It was about budgets, about order books, about NATO’s 5 percent pledge,...
The Fed Decides Wednesday on an Inflation Number That Has Already Expired
At 2:00 p.m. New York time on Wednesday, 29 July, the Federal Reserve will publish its interest rate decision, and...
Intel Turned the AI Capex That Buried Alphabet and Tesla Into Its Fastest Growth Since 2011
For most of this year, the market had made up its mind about Intel. The company that once defined American...
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15 INVESTORSWhat the world's best investors are buying & selling right now.
Apple trimmed to 22.6% — AXP now #2 at 20.5%, cash ~$300B
80% in AI puts (PLTR & NVDA) — plus contrarian Pfizer calls
New positions in financials (XLF) and equal-weight S&P (RSP) — trimmed biotech
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Start AI Portfolio Analysis →- The TAM Trap: The Obesity Drug Market Grew Exactly as Promised — and Novo Nordisk Still Lost Three Quarters of Its Value
In the summer of 2024, Novo Nordisk was the most valuable company in Europe. Two years later, roughly a quarter…
- The Rearmament Supercycle on Trial: Why Europe’s Best Stock Halved — and What It Means for Investors
In September 2025, Germany’s Rheinmetall was the stock all of Europe was talking about: from roughly €100 in early 2022…
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