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Today

Markets are closed for the weekend. Regular updates resume Monday at 8 AM ET; big events still post as they happen.

Markets are calm. The S&P 500 is up 2.5% this week.

▲ Ahead of the S&P 500 this monthInsurance Brokers +14.2%Household & Personal Products +13.6%Telecom Services +12.3%
▼ Behind the S&P 500 this monthComputer Hardware -15.8%Oil & Gas Refining & Marketing -12.2%Semiconductor Equipment & Materials -9.9%
All industries →

What's coming up?

All dates →
  • Nov 30
    QatarEnergy LNG halt due to end late November

    Qatar's LNG halt turns buyers to US gas, helping EQT Corporation, Antero Resources and Kinder Morgan

    Thesis: Power demand from AI data centers will keep lifting US natural gas producers and pipeline companies for years →
  • Dec 18
    Micron's next earnings and memory pricing

    Memory is so scarce that Nvidia is rationing it, giving Micron room to raise prices

    Thesis: A memory chip shortage likely to last into 2027-2028 helps memory makers and their equipment suppliers most →

What's new?

All signals →

In the last 24 hours · 1 new

  • Nvidia's CEO quits in a spy scandal, and rival Advanced Micro Devices could win cautious buyers

    Good for ↑AMD
    Bad for ↓NVDA
    WSJ · 22 hours ago
  • Earlier
  • Big event

    Home sales sink to a 16-year low, so Williams-Sonoma and Lowe's may lose spending from new movers

    Bad for ↓WSMLOW
    MarketWatch · yesterday
  • Big event

    Spain's general strike over rents puts Airbnb's Spanish listings in the path of a new tourist-flat tax

    Bad for ↓ABNB
    BBC News · 2 days ago

  • CoreWeave finds new ways to fund its buildout, which keeps orders flowing to Nvidia and Micron

    Good for ↑NVDAMULITE
    Bloomberg · 2 days ago
  • Big event

    Trump holds off on Iran strikes, and cheaper oil could ease fuel bills at Delta and United

    Good for ↑DALUAL
    Investing.com · 4 days ago

What's the big story?

All theses →
StrongThe thesis with the most evidence right now

Spending on AI data centers keeps orders flowing to suppliers of chips, network gear, cables and chipmaking tools

AI hardware makers keep reporting strong demand, but most supplier shares sit far below their starting point amid funding and political worries.

Good for ↑APHVRTGLWKLACAMAT
+15 more
Read the full thesis →

Also running

  • Uncertainty about a semiconductor company's leadership and potential government scrutiny over foreign intelligence ties can weigh on its stock priceBuilding
  • Power demand from AI data centers will keep lifting US natural gas producers and pipeline companies for yearsBuilding
  • A closed Strait of Hormuz means a lasting oil supply shock that energy stocks do not yet reflectBuilding