This Is Complicated

Sticky inflation, rising yields, and a weakening consumer are leaving the Fed with no easy move.

Ouster $OUST: The Next AI Trade Is Physical

As AI moves into robots, vehicles, drones and machines, Ouster is building the technology that helps them see the world.

Will the Fed Hike?

A resilient labor market has revived rate hike fears just as stocks were approaching record highs.

Hims & Hers $HIMS: The Market Is Still Underestimating What This Company Is Becoming

The weight-loss story is only the beginning. Hims is building a global consumer healthcare platform with multiple growth engines.

Nvidia Just Changed the AI Trade

Nvidia crushes expectations as hyperscaler AI spending accelerates toward $1.3 trillion.

Sezzle $SEZL Just Got More Interesting

The stock has fallen sharply, but subscriber growth, profitability and the broader fintech platform continue moving in the right direction.

The Bond Market Took Control. Now What?

Yields are surging, Treasury is stepping in, and investors are rotating into gold and Bitcoin.

Lime $LIME Could Be the Most Misunderstood IPO of 2026

Lime $LIME has built something its predecessors never had: scale, profitability and durable unit economics.

Nvidia’s $500 Billion AI Funding Push: Why Compute Is Becoming an Asset Class