Financial News & Analysis
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Roast my thesis (and your position?)
Retail investor warns AI infrastructure buildout rate will slow, favoring big tech buyers over suppliers.
OPEC Output Surged in June as Hormuz Flows Jumped, Survey Shows
OPEC output surged in June as Persian Gulf exports resumed via Hormuz after US-Iran peace accord.
Canadian Stocks Enjoy Broad Gains After New Pipeline Proposal
Canada's PM Carney announces new pipeline project to West Coast, boosting Canadian stocks.
Defense Sector to Remain Dynamic: Euronext CEO Boujnah
Euronext CEO expects defense sector dynamism from rising European military spending.
Argentina Pushes $6 Billion in Repo Maturities Past Election
Argentina extends $6B repo maturities past 2027 election to ease debt burden.
AI is outpacing the rules, Europe’s top bankers and regulators warn
Europe's top bankers and regulators warn AI is outpacing rules, raising regulatory uncertainty.
Fed and ECB Seen Diverging in French Snapshot of War Aftermath
Fed and ECB expected to diverge as Fed may hike despite weak labor data, ECB holds steady.
GFL Environmental Weighs Take-Private Amid Interest From Buyout Firms
GFL Environmental considers take-private after buyout firm interest.
Start buying good stocks and hold them
User advises buying real estate, gold, and quality stocks with pricing power amid inflation concerns.
Everyone's buying AI chips. This boring grid contractor is now posting 700+ new jobs a month to...
Retail investor highlights Quanta Services as a grid infrastructure play benefiting from AI data center power demand.
Laying off cigarettes boosts Big Tobacco’s financial vitals
Declining smoker numbers but industry restructuring improves financial health, prompting investor rethink.
Will AMD hit 1T in 2026
Retail investor speculates on AMD reaching $1T market cap by 2026, showing bullish sentiment despite recent pullback.