TSMC Beats Estimates With 35% Revenue Surge: The AI Chip Boom Is Far From Over
Taiwan Semiconductor Manufacturing Company just proved that the AI chip boom isn’t slowing down. First-quarter revenue hit T$1.134 trillion ($35.71 […]
Market analysis and commentary on current events.
Taiwan Semiconductor Manufacturing Company just proved that the AI chip boom isn’t slowing down. First-quarter revenue hit T$1.134 trillion ($35.71 […]
Meta Platforms just lost a major legal battle that could reshape how social media companies operate. The Massachusetts Supreme Judicial
JPMorgan just slapped a $145 price target on Tesla — implying a 60% downside from current levels. That’s not a
The S&P 500 just formed its first Death Cross since the pandemic. The 50-day moving average has crossed below the 200-day. Historically, this signal has preceded an average decline of 7.4% over the following 3 months. Here’s what the data shows.
President Trump has given Iran until 8 PM ET to reopen the Strait of Hormuz or face attacks on power plants and bridges. Oil is above $115, the S&P 500 just formed a Death Cross, and the next 12 hours will determine the trajectory of global markets for months.
The latest 13F filings reveal major portfolio shifts among the world’s top investors. Buffett trimmed Apple to 22.6%, Burry loaded 80% into AI puts, and Druckenmiller opened new positions in financials. Here’s the full breakdown.
Five weeks into the largest oil supply disruption in history, markets are sending contradictory signals. Oil is above $109, stocks are down 8% YTD, and the VIX refuses to normalize. Here is what the data says about what comes next.
Tesla delivered 358,023 vehicles globally in the first quarter of 2026, falling short of the Bloomberg consensus estimate of 364,645-372,160.
Crude oil surged past $111 per barrel on Thursday after President Trump warned that the U.S. military campaign in Iran
The U.S. economy added 178,000 jobs in March 2026, roughly in line with expectations, while the unemployment rate held steady
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