Trading Reports Daily

U.S. Chip Packaging Is Still Years Away. Here Is the Timeline.

Three sites, three schedules: Amkor in Arizona, SK hynix in Indiana, and Intel in New Mexico define the re-shoring sequence traders need to map.

Waldron has spent over 25 years at the firm. The business case for owning Goldman does not change when he gets the keys.

The succession clock is ticking, but the dividend and buybacks keep running.

Case-Shiller at 9am, then JOLTS and consumer confidence at 10am, with the 10-year near 5.24%.

Hapag-Lloyd just raised its 2026 outlook again, yet ZIM’s union rejection keeps the spread stubbornly wide.

With $100 billion in take-or-pay agreements signed, Wednesday’s earnings are about whether Micron has escaped the boom-bust cycle for good.

Each V3 satellite is designed for 10x the bandwidth. Whether that compounds into a great business depends on numbers set long before liftoff.

Amazon’s new fulfillment discounts and Prime delivery expansion pressure Shopify. Here is what long-term holders should watch.

With FDA clearance of a once-weekly insulin, Lilly now pairs GLP-1s, basal insulin, and an oral pill in one unmatched lineup.

The largest independent E&P is returning 45% of cash flow.