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Undercovered Deep Insights
Vehicles & Parts
Volkswagen Looks to U.S. Expansion as Tariffs Bite
CEO hints at Audi plant as ID.4 sales tumble 65%
Stocks:
VWAGY
1 day ago
Khac Phu Nguyen
Asset Management
Wall Street Titans Just Dropped $3.9 Billion on This Home Services Empire--Here's Why
Ares and Apollo are betting big on Leaf Home's next act--and reshaping the PE playbook in the process
Stocks:
ARES
APO
15 hours ago
Khac Phu Nguyen
Hardware
HPE Fires Off $2.5B Bond Blitz to Fuel Juniper Play in Debt Market Frenzy
As Wall Street absorbs a flood of corporate debt, HPE seizes the moment to bankroll its biggest networking bet.
Stocks:
HPE
1 day ago
Khac Phu Nguyen
Software
Uber's $2 Billion Bond Play: Is Wall Street About to Bite?
With rates dropping and spreads tight, Uber seizes its moment--will investors chase the ride?
Stocks:
UBER
1 day ago
Undercovered Deep Insights
Americans See Job Prospects Worsen, NY Fed Survey Shows
Inflation views steady, but labor market concerns deepen
Stocks:
QQQ
SPY
1 day ago
Khac Phu Nguyen
$7 Billion Bridges? Turkey Revives Its Biggest Privatization Play Yet
Istanbul's iconic Bosporus crossings and toll roads are back on the auction block after a decade in political limbo
1 day ago
Khac Phu Nguyen
The $30M Nuclear Moonshot Drilled a Mile Underground--And Just Hit Wall Street
Deep Fission's underground reactor play could be the stealth energy trade behind the AI boom
6 hours ago
Khac Phu Nguyen
Databricks Just Raised $1 Billion--And It's Gunning for a $100B+ AI Future
A soaring valuation, $1B in fresh capital, and a $4B run rate--Databricks is turning heads in the AI arms race.
1 day ago
Khac Phu Nguyen
Telecommunication Services
Elon Musk Just Bought the Airwaves--And Sent Shockwaves Through U.S. Telecom Stocks
SpaceX's $17B spectrum deal with EchoStar sends rivals tumbling and supercharges Starlink's direct-to-cell ambitions.
Stocks:
SATS
1 day ago
Undercovered Deep Insights
Software
Adobe Faces Earnings Test as AI Concerns Mount
Investors watch AI monetization, new pricing and competition
Stocks:
ADBE
15 hours ago
Khac Phu Nguyen
Retail - Cyclical
China Just Made Its Boldest AI Bet Yet--And It's Alibaba
Mainland investors pour $1.7B into Alibaba after AI momentum surges, propelling it to top of tech index
Stocks:
BABA
15 hours ago
Khac Phu Nguyen
Hardware
Trump's Chip Crackdown Hits Samsung--Annual US Approval Now Needed to Keep China Fabs Alive
A trade truce unravels as Washington demands yearly export permits, blindsiding South Korea's semiconductor giants.
Stocks:
SSNLF
HXSCL
1 day ago
Khac Phu Nguyen
Indonesia Just Fired Wall Street's Favorite Finance Minister. Chaos Ensued.
Sri Mulyani's shock removal rattles markets as $390B bond stability suddenly comes into question.
1 day ago
Khac Phu Nguyen
$500 Billion on the Line: Korean EV Giants Rattled by U.S. Immigration Raid at Hyundai-LG Plant
A surprise crackdown in Georgia could derail battery production, freeze investment, and delay Hyundai and Kia's EV ambitions.
1 day ago
Aerospace & Defense
Planet Labs (PL) Surges After Strong Q2 Results and Raised Revenue Guidance
Stocks:
PL
1 day ago
Nauman khan
Aerospace & Defense
Planet Labs Shares Explode to 52-Week Peak After Raising Forecast
Planet Labs Hits 52-Week High on Robust Q2 and Contract Momentum
Stocks:
PL
1 day ago
Telecommunication Services
EchoStar Sells Spectrum to SpaceX, Boosting Stock and Debt Reduction
Stocks:
SATS
T
TMUS
ASTS
1 day ago
Media - Diversified
AppLovin Soars with S&P 500 Inclusion and Strong Growth Prospects
Stocks:
APP
TTD
XYZ
IBKR
HOOD
1 day ago
★★★★★
Faizan Farooque
OPEC+ to Raise Output by 137,000 Barrels a Day in October
Saudi Arabia pushes to regain market share despite weakening demand
Stocks:
USO
1 day ago
Nauman khan
Semiconductors
Nvidia Shares Climb Despite Citi Trims Target on Broadcom AI Threat
Broadcom Growth Sparks $12B Nvidia Sales Risk, Citi Warns
Stocks:
NVDA
AVGO
1 day ago
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