The excitement surrounding SpaceX's public debut is understandable. But we think that the more interesting investment question is whether market is underestimating the size of the...

The race to build a rare earth industry outside China is creating a new group of investable companies. At first glance, companies like MP Materials ($MP), USA Rare Earth...

Trade talks don't usually make investors' watchlists. But when companies like Caterpillar, Walmart, Honeywell, UPS, Coca-Cola, and Chevron are paying attention, investors may want...

One way to reconcile today’s mixed consumer signals is through the lens of a K-shaped consumer. Headline spending remains resilient, but equity performance suggests investors are...

The S&P 500 keeps pushing to new highs and AI optimism remains the dominant theme, yet tech valuations themselves have not exploded higher. Instead, most of the gains this...

The Daily Breakdown takes a closer look at Nvidia, after the company delivered another record quarter but fell on the results. Interested in more Deep Dive content? Check out...

Commodities are back in “something broke” mode. Oil, gas, copper, aluminium and gold are all being lifted by the same theme: the world looks short of the things it needs most....

Shares of Home Depot have struggled in recent years, as interest rates delay big renovation projects. The Daily Breakdown takes a deep dive. Interested in more Deep Dive...

Crypto regulation is back in the Washington spotlight, and investors should watch closely. Republicans and Democrats are trying to reach a deal on the Clarity Act before the...

Intuitive Surgical has a strong long-term track record, but has not had a great YTD or one-year performance. The Daily Breakdown digs in. Interested in more Deep Dive content?...