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Carvana’s Selloff Isn’t Just Noise—It’s A Warning Sign

The latest pullback in Carvana (NYSE:CVNA) has been framed by some as a routine earnings wobble. The company missed adjusted EBITDA expectations, reconditioning costs...

Is Nvidia’s OpenAI Bet About Ownership Or CONTROL?

When news broke that NVIDIA (NASDAQ:NVDA) is reportedly finalizing...

Carvana’s Selloff Isn’t Just Noise—It’s A Warning Sign

The latest pullback in Carvana (NYSE:CVNA) has been framed...

Salesforce Just Bought Momentum — But The REAL Play Is Workflow Control!

It has been a busy stretch for Salesforce (NYSE:CRM)....

Nvidia Just Closed The Arm Chapter—Here’s What It Really Means!

When Nvidia Corp. (NASDAQ:NVDA) quietly sold the last of...

Warren Buffett’s Quiet Bet On The New York Times—Signal Or Sideshow?

When Warren Buffett’s Berkshire Hathaway disclosed a new 5-million-share...

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Is Nvidia’s OpenAI Bet About Ownership Or CONTROL?

When news broke that NVIDIA (NASDAQ:NVDA) is reportedly finalizing a roughly $30 billion investment in OpenAI, many saw a...

Carvana’s Selloff Isn’t Just Noise—It’s A Warning Sign

The latest pullback in Carvana (NYSE:CVNA) has been framed by some as a routine earnings wobble. The company missed...

Salesforce Just Bought Momentum — But The REAL Play Is Workflow Control!

It has been a busy stretch for Salesforce (NYSE:CRM). Fresh off a strong fiscal third quarter, the company is...

Nvidia Just Closed The Arm Chapter—Here’s What It Really Means!

When Nvidia Corp. (NASDAQ:NVDA) quietly sold the last of its shares in Arm Holdings Plc, it marked the end...

Warren Buffett’s Quiet Bet On The New York Times—Signal Or Sideshow?

When Warren Buffett’s Berkshire Hathaway disclosed a new 5-million-share stake in The New York Times Company (NYSE:NYT), it didn’t...

Reality Check: Why Meta’s Smart Glasses Dream Isn’t The Growth Engine You Think It Is

When you look past the headlines, the story around Meta Platforms (NASDAQ:META) and smart glasses is surprisingly grounded. Yes,...

Walmart Earnings Are Strong, But The Real Risk Isn’t In The Numbers

Walmart reports earnings on February 19, and few large-cap names enter the print with momentum this clean. The stock...

U.S. Gas Prices Are Sliding—THESE Stocks Tell A Different Story!

U.S. natural gas prices have slipped into a different regime faster than many investors expected. In early Asian trading...

BorgWarner’s AI Pivot Is Powering A Re-Rating — But Where Could The Story Crack?

BorgWarner has quietly engineered one of the more dramatic sentiment reversals in the auto supply space. The stock has...

Trump’s Climate Reversal Just Reset The Earnings Map For Utilities, Autos, & Oil

The Trump administration has formally revoked the Environmental Protection Agency’s 2009 “endangerment finding,” the legal foundation that allowed federal...

Tri Pointe Homes Buyout Shock: Why Sumitomo Forestry Is Paying A 29% Premium

When Tri Pointe Homes (NYSE:TPH) announced that it had agreed to be acquired by Japan-based Sumitomo Forestry in a...

Apple vs Micron: In a Memory Supercycle, Who Really Wins?

Memory prices are rising, supply remains tight, and the AI buildout is absorbing more capacity than the industry can...

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