Breaking research
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Published 2026-07-17T05:33:57.892749Z
Ideas in this batch
TSMC beats but chip stocks slump on sky-high expectations — short the semiconductor rally
The semiconductor sector is facing a reality check as even blowout earnings from industry leader TSMC are being heavily sold because they failed to clear an incredibly high bar. Reports confirm that AI jitters are causing a massive multi-tr
Middle East conflict threatens oil supply — load up on major oil stocks
Geopolitical tensions in the Middle East are intensifying, with active strikes back and forth between the US and Iran. This immediate threat to regional stability is causing oil prices to spike as markets price in the risk of disrupted supp