Today's reading runs the full span of the tape — from the macro tug-of-war over what the Fed does next, down to a Permian producer stepping up to report Monday.
Bulls and Bears Both Have a Case Right Now
Bulls and bears are both making a fundamentals case, with resilient growth and AI capex on one side and sticky energy inflation on the other. Which read wins likely comes down to the Fed's next move.
Read More →AI Chips or AI Memory: Where's the Bigger Upside?
Nvidia dominates AI accelerators while Sandisk rides the memory upcycle, and both are seeing demand run hot. The question is whether the smaller memory name still has more room left to run.
Read More →Alibaba Is Renting Compute to a Rival It Funds
Alibaba's cloud arm is renting serious compute to an AI startup whose models now rival its own, deepening its role as China's AI backbone. Watch export licensing, which caps how far that capacity scales.
Read More →Palantir's Karp Swings at Token-Based AI Pricing
Palantir's CEO went after rivals selling AI by the token, arguing enterprises want control of their data, not a consumption meter. Watch whether that pitch holds as big AI firms copy its deployment model.
Read More →Diamondback Reports Monday With the Group Already Bid
Diamondback is a Permian oil and gas producer reporting Monday after a quarter of strong output growth. The guide matters more than the print, with the group already bid up going in.
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