SpaceX’s potential $1.8T IPO could deliver record VC paydays for Founders Fund, a16z, Baron, Ark and Fidelity—see who wins ...

SpaceX is set to IPO at $135/share, implying a $1.75T valuation and a staggering 94x price-to-revenue multiple. Read more on ...

As we discussed in Monday’s note, with the effective fed funds rate sitting around 3.62%, real rates just went more negative ...

FedEx (FDX) downgraded to Hold: margins above 5-year averages, Network 2.0 upside, FDXF spin-off nuances, but valuation ...

Advantage Emerging Markets Fund posted a 3.73% return in Q1 2026, driven by macro-thematic and sentiment insights. Read the ...

The server CPU business is accelerating, with TAM now expected to grow over 35% annually to more than $120B by 2030. AMD’s ...

PT. LNG price normalization creates an entry point; capacity expansion lifts EBITDA/DCF. Read here for more details.

American Water Works’ all-stock acquisition of Essential Utilities could boost income investors. Read here for a deeper ...

Intuitive Surgical (ISRG) leads robotic surgery with sticky recurring revenue, but valuation is rich after a 26% YTD drop.

Applied Optoelectronics (AAOI) stays a buy as AI-driven optical demand outstrips supply; hyperscaler orders and expansions ...

Oil tanker traffic through the Strait of Hormuz should quickly increase if the US and Iran reach a credible deal that ...

The US has surpassed Saudi Arabia and Russia to become the world's largest oil exporter, in a sharp reversal after decades of ...