US-China Summit Dominated by Chips, Taiwan, and the Struggle for Global Dominance
The long-awaited meeting between Donald Trump and Xi Jinping in Beijing has so far yielded few...
Deep Dive: Is Intuitive Surgical a Buy-the-Dip Opportunity?
Intuitive Surgical has a strong long-term track record, but has not had a great YTD or one-year...
Earnings Are Carrying the Tape
Analyst Weekly, May 4, 2026
Markets are still taking their cues mostly from earnings rather than...
Deep Dive: Key Quotes From Earnings Season
The Daily Breakdown takes a closer look at earnings season and what top management teams are saying...
Analyst Weekly: Market Holds Firm
Global equities are sitting at or near record highs, with the S&P 500 up nearly 10% since late...
Market Holds Firm
Analyst Weekly, 27 April, 2026
Global equities are sitting at or near record highs, with the...
Deep Dive: Can ServiceNow Fix Its AI Image?
The Daily Breakdown dives into ServiceNow, which despite beating on earnings, tumbled after its...
Tesla Ahead of Earnings: Are Investors Still Buying the Hype?
It has been a rocky start to the year for Tesla. The stock has shed approximately 9% since the...
Uneasy Relief
Analyst Weekly, April 20, 2026
Markets got a bit of relief last week. Reports that the Strait of...
Deep Dive: Oracle’s AI Upside and Execution Risk
After nearly hitting a $1 trillion market cap, Oracle stock has pulled back. The Daily Breakdown...


