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1

Anthropic Reportedly Files for IPO — Can It Top SpaceX's Record Debut?

365
2

SK Hynix Announces a ₩40T Buyback — Is a Memory Buyback Wave Taking Shape?

314
3

A $16B Long Bond Auction Meets the Fed Minutes — Pressure on Both Ends of the Curve?

419
4

Nvidia's CPO Switches Enter Mass Production — Is Optical Networking the Next AI Theme?

429
5

Memory Stocks Push Higher Again — Has the Story Shifted From Projections to Signed Contracts?

314
6

SpaceX Reclaims $140 — Why Didn't the Lockup Selloff Everyone Feared Materialize?

453
7

SEC Abruptly Cancels Crypto Rulemaking Meeting — Is the CLARITY Act Standing in the Way?

304
8

SanDisk Jumps 35% in a Week — Is the Memory Rally Shifting Into a Higher Gear?

417
9

July CPI Comes In Exactly as Expected — Does the Fed Get Some Breathing Room?

456
10

US Stocks Hit Fresh Highs — Can CPI Keep the Rally Alive?

433
11

Gold Breaks Above $4,400 to a Seven-Week High — Can This Week's CPI Keep the Rally Going?

336
12

Space Stocks Diverge, SpaceX Rallies Post-Lockup — Is the Sector Turning a Corner?

468
13

SanDisk's Profit Surges But Guidance Disappoints — Where Does Memory Go From Here?

487
14

Nvidia Rallies for a Fifth Straight Day While AMD Drops 7% — Is Semiconductor Trading Turning Structural?

424
15

Gold and Silver Surge Together — Has the Trade Shifted From Safe-Haven to Liquidity Play?

389
16

Tonight's the Night — SpaceX Faces Its First Lockup Expiration

455
17

Dow and S&P Hit Fresh Highs — Is the Rally Just Getting Started?

489
18

A Potential US Ban on Chinese Optics — Why Are the Stocks Rallying, Not Falling?

403
19

Earnings Wave Rolls On — SpaceX, AMD, and SanDisk All Report Next Week

454
20

Apple and Amazon Split Down the Middle — Who's Carrying the AI Trade?

416
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