Ampco-Pittsburgh Corp.
$7.85
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Scouting Reports
Weekly Playbook: Capacity, CapEx, and Capital Relief (SMID, STLD, LARK)
Jul 5, 2026
As the summer construction season accelerates, the market is aggressively repricing how companies fund their next phase of growth. This week’s catalyst slate isolates that tension across heavy materia
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The SaaS Capex Trap: Software's AI Monetization Reckoning
Jul 2, 2026
Michael Burry has trained his sights on the AI infrastructure trade, packaging new short bets against heavy machinery and a major chip ETF (because nothing says 'secular growth' like shorting Caterpil
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The End of Vertical Integration: Surrendering Pipes for Scale
Jun 30, 2026
Wall Street broadly bounced on Monday, but the true structural shift arrived disguised as a routine distribution deal. Comcast formally bridged its streaming service, Peacock, directly into YouTube Pr
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