It's finally time for the CPI and the market is nervous. Gold and silver cracked today, breaking the war lows on fear that Trump doesn't have the 'imminent' peace deal that he's promised 37 times (according to CNN's count) Now it looks like the pendulum is swinging
Traders remain cautious as geopolitical tensions escalate in the Middle East before key inflation figures at 8:30 AM ET. The USD shows minimal movement against the EUR, JPY, and GBP as North American markets open, with traders focused on upcoming US CPI data. The currency
Sands Capital Management, LLC released its Q1 2026 investor letter for its “Select Growth Strategy”. A copy of the letter is available to download here Select Growth mainly targets leading U.S. businesses, driving positive structural changes. U.S. large-cap growth s
Quick Read - Bezos sold over 1.25 million AMZN shares via pre-scheduled 10b5-1 plans, quietly redeploying capital into Altos Labs, a private longevity biotech. - Altos Labs targets cellular rejuvenation based on Nobel-winning stem cell research, treating aging as a disease...
In its first-quarter 2026 investor letter, Sands Capital Select Growth Strategy highlighted Cloudflare, Inc. (NYSE:NET) as a notable contributor. Cloudflare, Inc. (NYSE:NET) is a leading cloud services company that offers a range of services to businesses On June 9,
Sands Capital cited PWR as a top contributor amid strong fundamentals and AI-driven infrastructure demand in Q1 2026. Quanta Services (PWR) outperformed in Q1 2026, driven by robust earnings and improved guidance, according to Sands Capital’s Select Growth Strategy investo
ING strategists Warren Patterson and Ewa Manthey highlight that Chinese unwrought Aluminium and product exports rose strongly in May to the highest level since November 2024, helped by overseas demand after Middle East disruptions. They also note that CFTC (Commodity Futur
Quick Read - Redwire (RDW) dropped 23% in a week on dilution fears, while Kratos (KTOS) beats earnings and raises guidance for the fourth straight time. - Intuitive Machines (LUNR) flipped to positive adjusted EBITDA and secured a $6.2B Space Force Andromeda IDIQ ceiling,...
The electronics components maker maintains its quarterly dividend at $0.78 per share, yielding 1.48% forward. TE Connectivity declared a $0.78 per share quarterly dividend, unchanged from the previous quarter. The payout yields 1.48% on a forward basis and will be paid Sep
Sands Capital’s Q1 2026 letter shows AI-driven dispersion hurt asset-light growth stocks, with TSM benefiting from infrastructure demand. Taiwan Semiconductor Manufacturing Company (TSM) reinforced its leadership in AI infrastructure during Q1 2026, as demand for capital-i
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