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A surprise outcome in Brazil's election set off a selloff across stocks tied to the country. Meanwhile, SpaceX (SPCX) secured $40 billion in GPU financing through debt just after Elon Musk criticized neoclouds like CoreWeave (CRWV) and their debt financing. Sam Vadas and Marley Kayden discuss their…
Christian Chan says the next phase of the AI trade will depend on access to capital, the Fed’s rate outlook and whether massive infrastructure spending starts delivering returns. He sees investors becoming more selective as Microsoft (MSFT), Alphabet (GOOGL) and Amazon (AMZN) head into earnings. Hy…
Anthony Petrone says the medical device sector may be moving past the worst of its downturn as valuations sit near multi-year lows. He points to procedure-volume pressure tied to the Affordable Care Act and Medicaid as key headwinds, but sees conditions improving into 2027 and low valuations potent…
MarpoleAI's Dmitri Maxim discusses Anthropic and the mounting questions surrounding the company's valuation after releasing its S-1. That same release showed a reported $80.7 billion in losses during the first six months of 2026. As Dmitri explains, the Claude parent company needs to prove that the…
A continuation of defense spending, paired with the U.S.-Iran conflict, is something Meghan Welch of BGL sees accelerating momentum for defense-tied companies. She explains how the evolving military and aerospace landscape will set a bullish case for companies like Lockheed Martin (LMT), Northrop G…
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