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Just like the quantum uncertainty concept itself, quantum stocks defy precise prediction, shifting between volatility and speculative promise. The probabilistic nature of quantum computing is one of...
Slightly over 20% of S&P 500 companies have reported earnings for the second quarter (less if measured by market cap) and so far, it appears that results are good enough. The rate of results...
NATO’s new 5% defense spending goal could fuel a decade-long arms race. Defense stocks like V2X, General Dynamics, and Lockheed Martin are lining up for a breakout. As geopolitical budgets swell, so...
A full-scale war involving the U.S., Iran, and Israel would send ripples through financial markets and introduce significant volatility. While the potential for conflict poses substantial risks to...
Defense stocks surged on Friday, June 13, 2025, as Israel launched a widespread military operation against Iran, targeting nuclear facilities, military installations, and key infrastructure. The...
In March 1983, President Ronald Reagan stunned the world with a bold proposal: a space-based missile defense system that would render nuclear weapons obsolete. Dubbed the Strategic Defense...
Behind financial systems, world reserve currency and petrodollar arrangements, the United States’ air superiority is the backbone of its geopolitical hegemony. And patient Boeing (NYSE: NYSE:BA)...
For a few months now, I’ve been referring to today’s heightened geopolitical climate as the “new red Cold War,” where artificial intelligence (AI)—not necessarily fighter jets and nuclear...
• Fed FOMC Meeting, PCE inflation data, ‘Big Tech’ earnings will be in focus this week. • Meta’s aggressive push into AI, coupled with strong revenue and earnings growth, makes it an appealing stock...
Q3 S&P 500 EPS growth is expected to come in at 3.4%, the fifth consecutive quarter of growth, yet the weakest quarter in over a year. Industrials in focus: Boeing, Honeywell, Southwest,...
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