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Matt Phillips
Posts
US chemical stocks soar as global competitors lose access to Mideast gas
American chemical companies may reap windfall gains, as European and Asian competitors suffer from their reliance on natural gas from the Gulf. Source: Sherwood News.
Palantir announces slew of defense- and security-themed partnerships
Partnerships with Nvidia, Centrus, and GE Aerospace were announced in conjunction with Palantir’s annual conference built around its artificial intelligence software platform. Source: Sherwood News.
AI “bottleneck” stocks are the big winners halfway through a tumultuous week
Makers of the crucial inputs for AI datacenters are getting a lift. Source: Sherwood News.
Are the tech giants destroying their own golden age by fire-hosing money into AI?
Legendary investor and market skeptic Jeremy Grantham says hyperscalers’ profits are about to get crushed as they spend heavily to veer out of their defined…
What analysts say they’re looking for next in the oil markets
“It has the makings of a once-in-a-generation market dislocation.” Source: Sherwood News.
As the S&P 500 announces new members, index investors could get exposure to SpaceX
This is kind of unusual. Source: Sherwood News.
Oil-sensitive stocks and companies relying on middle-class spending are getting crushed
That’s airlines, of course, but also chemicals, machinery, and construction products. Source: Sherwood News.
Oil-sensitive stocks and companies relying on middle-class spending are getting crushed
That’s airlines, of course, but also chemicals, machinery, and construction products. Source: Sherwood News.
Dave Inc. reports better-than-expected Q4, snags price target hikes
Small-cap neobank Dave Inc. rose more than 4% in early trading before giving back those gains. Source: Sherwood News.
Satellite stocks rip as war shifts focus to defense spending
Planet Labs, AST SpaceMobile, and Firefly were all up big shortly before midday on Monday. Source: Sherwood News.