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GE Vernova's Ascent: How a Power Company Became the Indispensable Engine of AI Infrastructure

When General Electric (NYSE: GE) spun off GE Vernova in 2024, investors treated the separation as a routine corporate restructuring. Yet the newly independent power generation and renewable energy company has since become arguably the most consequential energy manufacturer in the world. The stock …

Nitish Kishor | 29 May 2026

Circle Internet's Stablecoin Surge: Regulatory Tailwinds Push USDC Issuer to $28bn Valuation

Circle Internet Group's ascent to public markets in 2025 marks a strikingReversalof fortune. The company's attempted SPACMergerin 2021 collapsed amid regulatory uncertainty and broader crypto market turbulence. Yet the intervening years brought seismic shifts in the political landscape and regulatory posture toward digitalAssets.

Nitish Kishor | 29 May 2026

Rocket Lab Up 96%: SpaceX Finally Has a Serious Competitor and the Pentagon Is Quietly Betting on Both

For years, SpaceX has dominated American launch services through technical superiority and relentless cost reduction. Yet the Defence Department and intelligence agencies have grown uncomfortable with single-vendor dependence. Rocket Lab has emerged as the credible alternative, winning multiple classified national security contracts that signal …

Nitish Kishor | 29 May 2026

Unusual Machines' Windfall: Policy, Not Fundamentals, Drives the Rally

The 112 percent year-to-date appreciation of Unusual Machines reflects not operational excellence but rather a categorical shift in federal procurement policy. When the Trump administration mandated that all federal agencies replace Chinese-made unmanned systems within 12 to 24 months, it effectively created a closed …

Nitish Kishor | 29 May 2026

USA Rare Earth Stock Surges as Trump's Critical Minerals Strategy Elevates Domestic Supply Chain Urgency

USA Rare Earth's remarkable ascent reflects a convergence of geopolitical pressure and deliberate policy intervention rather than speculative momentum alone. The company's valuation now reflects genuine shifts in national security doctrine, with the Pentagon recognizing rare earth permanent magnets as critical infrastructure. Every advanced …

Nitish Kishor | 29 May 2026

Iran Deal Unsigned, PCE Hits 3-Year High, and Anthropic Nears $1 Trillion: 7 Stories Closing a Historic Week

Negotiators reached a 60-day MOU to extend the ceasefire and start nuclear negotiations; Trump has yet to give final approval. Iran's state television claimed Tehran agreed to open Hormuz to prewar traffic levels managed by Iran and Oman; the White House called it "a …

Nitish Kishor | 29 May 2026

US Sector Performance Analysis: The "Tech + Health Care" Barbell Resurfaces as Yield Proxies Collapse

The USEquitymarket session on May 28, 2026, delivered a highly decisive and directed tape. After days of erratic, zero-sum rotational whiplash, institutional capital executed a clean, high-conviction allocation strategy. The empirical data points to a market actively rebuilding the "Tech + Safety" barbell, aggressivelyUnderwritingsecular …

Robert Luong | 28 May 2026

US Sector Momentum Analysis: The Tech Anchor Fails as a Unified Defensive Flight Accelerates

The empirical momentum data from the May 28, 2026, session captures a highly defensive re-architecting ofMarket Risk. The Relative Rotation Graph (RRG) presents a stark structural rejection of the technology complex. As the market's primary mega-cap anchor enters a renewed momentum decline, institutional algorithms …

Robert Luong | 28 May 2026

Strait Reopening Solves Politics, Not the Supply Crisis Behind It

Diplomatic progress on the Strait of Hormuz has generated considerable market attention. It deserves considerably less optimism than it is receiving.

Nitish Kishor | 28 May 2026

Mutual Strikes, Salesforce Surges and PCE Arrives: 7 Stories Today

Fresh U.S. strikes in Iran against a military site believed to threaten U.S. troops and commercial shipping through the Strait of Hormuz prompted Iran's Revolutionary Guards to say they targeted a U.S. airbase at around 4:50 a.m. local time Thursday.

Nitish Kishor | 28 May 2026
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