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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...

Did Moderna’s Flu Rejection Signal A Deeper FDA SHIFT?

Moderna’s seasonal flu vaccine application was refused review by the FDA, triggering an immediate stock decline. The agency issued...

Is Target’s Leadership RESET Enough To Change The Story?

Target’s new CEO moved quickly. An executive shake-up and hundreds of job cuts were announced to redirect capital toward...

Is The Activist Case Against Warner Netflix About Value Or Control?

Warner Bros. Discovery agreed to sell its studios and HBO Max to Netflix, locking in a signed transaction that...

Is Eli Lilly’s Orna Acquisition About RNA Or Something MUCH BIGGER?

Eli Lilly’s move to acquire Orna Therapeutics landed quietly, framed as another pipeline add-on in a year already defined...

Did The Rio Tinto–Glencore Deal Fail Because Copper Is TOO Strategic?

Rio Tinto and Glencore walked away from merger talks that would have reshaped global copper supply. The deal collapsed...