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Opinionated, data-backed coverage across all asset classes

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CLARITY Act Vote Set for Sept. 15 After Thune Cloture Filing
Crypto22d ago

CLARITY Act Vote Set for Sept. 15 After Thune Cloture Filing

Senate Majority Leader Thune filed cloture on the CLARITY Act, setting up a Sept. 15 vote that needs 60 votes. Moreno says agreement in place; Witt warns Democrats.

Why IREN's Uncommitted Compute Pipeline Is Its Priciest Asset
Stocks22d ago

Why IREN's Uncommitted Compute Pipeline Is Its Priciest Asset

Meta's Zuckerberg says compute bought in 2024-25 already trades at a premium. IREN's $2.8B in new contracts and 5GW uncommitted pipeline let it price into that tighter market.

Cover Genius Expands in Europe with Friendsurance Deal
Stocks22d ago

Cover Genius Expands in Europe with Friendsurance Deal

Cover Genius buys Berlin insurtech Friendsurance to expand embedded insurance in Europe, targeting bank partnerships in DACH region with open-banking technology.

Retired Teachers Face Social Security Trap on Return to Classroom
Stocks22d ago

Retired Teachers Face Social Security Trap on Return to Classroom

Wages from noncovered teaching jobs count against Social Security's earnings test, reducing benefits before full retirement age. The Fairness Act didn't change that.

Ring Energy Targets 10% Production Growth With Lower 2027 Capex
Commodities22d ago

Ring Energy Targets 10% Production Growth With Lower 2027 Capex

Ring Energy's Q2 saw higher production and lower costs; a $65M equity offering cut debt. The 2027 plan targets 10% BOE growth with a 10% capex cut, stress-tested at $60 oil.

Gold Royalty Q2 Revenue Surges 116%, Reaffirms GEO Guidance
Commodities22d ago

Gold Royalty Q2 Revenue Surges 116%, Reaffirms GEO Guidance

Gold Royalty posted $17.3M in first-half revenue, up 116% YoY, and reaffirmed 7,500-9,300 GEO guidance. CEO David Garofalo highlighted the royalty model's insulation from cost inflation. Vareš commercial production expected by end of September.

Core Molding Q2: Truck Sales Drop 23%, Building Products Jump 36%
Commodities22d ago

Core Molding Q2: Truck Sales Drop 23%, Building Products Jump 36%

Core Molding posted a 1.2% sales dip as truck revenue fell 23%. Building products jumped 36%. Management sees H2 truck improvement. Mexico expansion on track.

Alger Fund Beats S&P 500 in Q2 on AI Infrastructure Bets
Indices22d ago

Alger Fund Beats S&P 500 in Q2 on AI Infrastructure Bets

The Alger Dynamic Opportunities Fund beat the S&P 500's 15.2% Q2 gain on Industrials and AI infrastructure bets; NBIS and ALAB lead the long book.

Senate Scraps Crypto Clarity Vote, Bill's 2025 Chances Dim
Crypto22d ago

Senate Scraps Crypto Clarity Vote, Bill's 2025 Chances Dim

Senate Majority Leader John blocked the procedural vote on the Digital Asset Market Clarity Act before the August recess. Ethics concerns over Trump's $1.4B crypto profit stall momentum.

Grayscale Warns US Crypto Exodus Risk if CLARITY Act Dies
Crypto22d ago

Grayscale Warns US Crypto Exodus Risk if CLARITY Act Dies

Grayscale's Zach Pandl warns that if the CLARITY Act fails, new US crypto investment will shift overseas. The Senate vote is set for after the August recess.

Burger King overtakes Wendy's for No. 2 spot behind McDonald's
Stocks22d ago

Burger King overtakes Wendy's for No. 2 spot behind McDonald's

Burger King's domestic same-store sales jumped 8.5% in Q2, while Wendy's fell 7% for its sixth straight quarter of contraction. The turnaround effort by parent Restaurant Brands International pushed it past Wendy's.

IREN's AI Cloud Push Hinges on Microsoft, NVIDIA Timelines
Stocks22d ago

IREN's AI Cloud Push Hinges on Microsoft, NVIDIA Timelines

IREN's mining revenue keeps shrinking while AI Cloud nearly doubles. The bull case rests on 480 MW, 150,000 GPUs, and an on-time Microsoft handover.

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