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Bloom Energy is the rarest thing in the AI-power trade: a company where the fundamentals arrived before the story got tired. Most of this sector sells a narrative and dilutes…

NuScale Power booked $75,000 of revenue last quarter. Not $75 million – seventy-five thousand dollars, down from $8.1 million a year earlier, per the company’s Q2 2026 10-Q. Two days…

Energy has been the best-performing corner of the market this month, and almost every explanation of why is wrong. The sector ETFs rallied – XLE gained 7.6% and XOP 8.1%…

The US dollar has held around familiar areas with July’s inflation matching the consensus precisely. American inflation, headline and core, on 12 August was as expected, generating relatively little volatility…

The story told about Arm Holdings after 29 July is that a great quarter got sold for no reason. That is wrong, and the mistake matters if you are trying…

Intel did not lose $11 billion last quarter. That number is real, it is audited, and it sits at the top of the company’s own Form 10-Q for the quarter…

The market did not sell Micron because a Chinese company started making high-bandwidth memory. It sold Micron because a Chinese company listed. ChangXin Memory Technologies closed its first session on…

Applied Digital is not an AI story that needs the AI trade to keep working. That is the part the market keeps getting wrong. At $28.95 a share on 11…

IREN’s revenue is going backwards. That single fact is missing from almost every bullish write-up of this stock, and it is the most important number in the file. In the…