Stock

A 184% year does not make a stock cheap or expensive — it changes what the bull case has to prove. AMD closed at $514.39 on August 14, 2026, up…

A stock that has risen 35-fold in a year cannot be analysed like a semiconductor company. SanDisk (SNDK) closed at $1,641.11 on August 14, 2026, up 7.39% on a session…

The United States government does not own five per cent of Lithium Americas Corp. (NYSE: LAC). It owns something more interesting, and almost every write-up of the trade has blurred…

The most repeated sentence about MP Materials is also the least accurate one: that Washington “bought a stake” in the rare earth miner the way it bought a stake in…

BigBear.ai grew revenue 13% last quarter and its shareholders got poorer. That is not a contradiction, and it is the single most important thing to understand before putting a price…

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…