Andrew Martin

SpaceX just beat U.S. retail buying for the second day in a row. One day: $100 million in net buying.

A $60 billion deal to buy a coding firm used by 64% of Fortune 500 companies. Did they just lock in the advantage?

SpaceX

Crude Cratered a Third, the Pump Barely Moved — What the Peace Dividend Hides

Oil prices are falling fast, but fragile supply dynamics suggest the relief may not last.

Donald Trump

Your retirement checks are about to become the forced buyer of the most expensive IPO in history. Every pay period.

SpaceX’s IPO may reshape passive portfolios through index mechanics, not investor choice.

SpaceX

Why would index funds trim the megacaps behind AI instead of buying them?

Google just agreed to pay SpaceX $920 million every 30 days for 33 months. That's $30 billion. The question is, what happens next?

SpaceX

$250 billion in orders chasing $75 billion of SpaceX. The real script isn't the demand. It's the float.

Why would a $1.77 trillion company let only 555.6 million shares trade?

SpaceX

One of the biggest mysteries in markets right now: why oil is so calm during one of the greatest supply shocks in history.

Oil prices appear stable, but hidden supply strains suggest growing risks beneath the surface.

OilMarkets

It lost $2.6 billion last year on $18.7B in revenue — yet this IPO could mint the world's first trillionaire. How?

SpaceX has $18.7 billion in revenue, yet operates at a $2.6 billion loss. Why does Wall Street just fund it anyway?

SpaceX

Gold's 17% Dip Looks Like a Discount — Institutional Data Says Otherwise

Gold prices hit records, then fell 17%. What if this isn't a discount, but the start of something worse?

Gold Investing

Tesla's $25 Billion Capex Pivot Matters More Than the Musk-Altman Lawsuit

Elon Musk is suing OpenAI for $134 billion. Meanwhile, Tesla is pouring $25 billion into a silent pivot no one's discussing.

SpaceX

Meta's $850 Target Meets a Big Tobacco Verdict — Who Blinks First?

Meta just tried for a "free pass" on a $6 million verdict. The court said no.

TechNews

Exxon's P/E Now Tops Nvidia's — Where AI Growth Is Actually Heading

Goldman just told Nvidia to hit $250. That's 51% upside right now.

TechStocks

Trump Says America Doesn't Need Hormuz Oil — Markets Disagree Violently

US markets just saw a 1.6% drop. But oil? That's a different story. It's up 7.4%.

Oil Prices

TSMC Booked Through 2028, Yet Its Stock Signals a Liquidity Trap

Samsung's 2nm yield just hit 60%. Meanwhile, TSMC is booked solid through 2028. What happens when the bottleneck hits?

TechStocks

xAI Lost All 11 Co-Founders Before the SpaceX IPO

Ross Nordeen was Elon Musk's right-hand operator. Now he's gone.

SpaceX

$600B Is Pouring Into Data Centers. The Real Signal Is What Comes After.

The infrastructure buildout is only phase one. Here's what the flows reveal about phase two.

TechStocks

Markets Rallied 1.3% on a Peace Deal Iran Already Rejected

President Trump said talks were underway. Iranian officials just laughed. Yet markets rallied 1.3%.

MilitaryStrategy

Oil Fell 9% on Trump's Iran Pause — But Tehran Says No Talks Exist

Trump said Iran agreed to talks. Iran says no talks exist. Why the White House just delayed airstrikes.

MilitaryStrategy

Microsoft's $99 Agent Tier: The Hidden Stress Test Behind the Price Hike

Microsoft's Copilot Paradox: 15 Million Seats, 450 Million Empty Chairs

TechStocks

The Global IPO Machine Is Restarting—But the Real Signal Is in the Index Reshuffles Nobody's Watching

Hong Kong captured 43% of Asia-Pacific IPO proceeds. The implications for ETF allocations are significant.

TradingStrategy

3 Undervalued ETFs Wall Street Is About to Discover

High yield, inflation protection, and growth potential: These ETFs are flying under the radar but won’t for long.

S&P 500 Dips Amid Soft Retail Data and Rising Middle East Tensions

S&P 500 slips as retail sales disappoint and Middle East tensions rise; expert opinions and market outlook inside.