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Morgan Stanley gives SpaceX a B+ grade after Flight 14
Before we get into the coverage, I must admit that the SpaceX team is incredible. I’ve watched this company turn problems that once looked...
Michael Burry’s favorite stock gets a 26% Morgan Stanley reset
Back on July 1, I covered Michael Burry’s first-ever bet against Caterpillar (CAT), a stock that had long been a darling to him.
He...
U.S. making bold $1.5 billion investment in defense-critical chipmaker
WOLFSPEED, INC. (WOLF) is a silicon carbide chipmaker whose chips power electric vehicles, radar systems, and advanced defense equipment.
Despite its strategic role in...
Gold at $4,186: back to $6,000 or down to $3,500 first?
The consensus story — that gold's bull market died the day Kevin Warsh was nominated — misreads what actually broke. Gold trades at $4,186...
Silver price prediction: $90 bull case vs $55 bear case
Silver's slide to the $58 area is being read as the end of the 2026 precious-metals story — and that reading gets the causality...
