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Matt Phillips
Posts
Gold tumbles as market sees Fed shifting toward inflation fighting
Gold and gold miners tumbled Thursday, as the rolling Iran war energy crisis revived worries about inflation and pushed the market to take additional rate…
Intuit, Workday jump amid Iran war fueling flight-to-software trade
With the Middle East aflame, the boring world of corporate software — and its massive cash flows — suddenly looks good to investors.
Intuit, Workday jump amid Iran war fueling flight-to-software trade
With the Middle East aflame, the boring world of corporate software — and its massive cash flows — suddenly looks good to investors.
Rocket Lab slips with other momentum stocks despite DOD hypersonic test deal, new analyst “buy” call
The stock is flat, with the market looking at an ugly open related to the war.
Tech giants including Microsoft and Oracle can’t get data centers built fast enough. Construction stocks are ripping on the demand.
The buy-the-AI-bottleneck trade is starting to encompass builders, whose margins are rising.
Tech giants including Microsoft and Oracle can’t get data centers built fast enough. Construction stocks are ripping on the demand.
The buy-the-AI-bottleneck trade is starting to encompass builders, whose margins are rising.
Constellation, Talen, and NRG surge as BNP analysts see “golden (AI)ge” ahead for them
The French bank initiated coverage on all three stocks with an outperform rating and price targets that suggest an average of 50% upside to the…
Oklo up as analysts spotlight “permits progress”
But the revenue-free company plans to spend more on capex in the coming year.
Oklo reports larger-than-expected full-year loss per share
Nope, no sign of revenues.
Space, drone, and satellite stocks continue their Iran war-driven rally
They’ve outperformed since the start of hostilities.