Broadcom vs. Marvell: A Valuation Showdown for the Custom AI Chip Trade
Key Points Broadcom is the diversified incumbent with custom AI chips, networking hardware, and infrastructure software, while Marvell is making…
In-depth analysis on the Fed, earnings, labor, commodities, and the news that moves markets. Filter by topic to find what you’re looking for.
Key Points Broadcom is the diversified incumbent with custom AI chips, networking hardware, and infrastructure software, while Marvell is making…
XRP has dropped nearly 70 percent from its July 2025 high of around $3.66, trading near $1.12 by early July…
Key Points The memory chip shortage is one of the biggest bottlenecks for artificial intelligence (AI). SK Hynix plays a…
The Bank of Canada has been holding interest rates steady at 2.25%, all while warning that the economy still faces…
Key Points FCC approval and new satellite launches mean that AST is transitioning from a concept to a potential revenue-generating…
The S&P 500 Index continued rising and neared its all-time high on Friday as some big tech companies like Nvidia…
Building a passive-income stream doesn’t always require a massive portfolio. Investors who pick the right stocks, along with a steady…
Key Points Space Exploration Technologies (NASDAQ: SPCX), better known as SpaceX, just joined the Nasdaq-100 index. That’s a big deal…
Key Points Energy Transfer offers a great combination of a high yield and growth. Enterprise Products Partners is a steady…
The latest episodes, articles, and market insights, delivered to your inbox. No noise, just signal.
Join 25,000+ readers. No spam, ever.
Eagle One Intelligence
Macro shifts, market structure, and the ideas worth tracking — straight to your inbox before the crowd figures it out.