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Every S&P Sector Fell in September Except One

Ten of eleven S&P sectors dropped in September as oil and Treasury yields surged together, yet one corner of the market kept climbing and now sits at its highest concentration in years.

Omor Ibne Ehsan · 1 week ago

Just How Exposed is Nebius at $235?

Nebius has surged 181% this year on a tidal wave of AI demand, a blockbuster Meta deal, and a $37 billion backlog, but a closer look at its financing structure reveals how much has…

Alex Sirois · 1 week ago

Microsoft Just Had Its Best Quarter Since 1991

Microsoft just posted its strongest quarterly stock gain in 35 years, but the rally left it barely above where it started the year and still below its all-time high. Whether November's earnings confirm a…

Omor Ibne Ehsan · 1 week ago