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Ondas Holdings: A Defence Drone Play That Just Got Harder to Ignore

There is a certain irony in the fact that geopolitical instability, so corrosive to most asset classes, has become the single most reliable growth engine for a small unmanned systems company trading onNasdaq. Ondas Holdings (ONDS) reported first-quarter results on Thursday that beat analyst …

Nitish Kishor | 14 May 2026

7 Market-Moving Stories Investors Need to Know Today

President Donald Trump and Chinese President Xi Jinping held their first formal session at the Great Hall of the People in Beijing on Thursday, the first U.S. presidential state visit to China since 2017. Xi framed the relationship in stabilising terms, stating the two …

Nitish Kishor | 14 May 2026

Trump-Xi Beijing Summit: Can Two Superpowers Escape the Thucydides Trap?

For the first time in nearly a decade, a sitting United States president has returned to Beijing. The visit by Donald Trump marks a significant diplomatic moment, arriving at a juncture when the relationship between the world's two largest economies is defined as much …

Nitish Kishor | 14 May 2026

Iran War Bill Hits $29 Billion: Pentagon's Numbers Under Fire

The United States has spent approximately $29 billion prosecuting its war against Iran, at least by the Pentagon's own reckoning. The figure, disclosed at a Capitol Hill budget hearing on May 12, represents a $4 billion upward revision from an estimate provided just two …

Nitish Kishor | 14 May 2026

U.S. Pre-Market Briefing: What U.S. Markets Face on Thursday, May 14

Markets open Thursday absorbing two consecutiveInflationshocks: Tuesday's CPI at 3.8% and Wednesday's PPI at 6.0% YoY, the highest since 2022 and nearly triple the 0.5% MoM consensus. The 10-yearYieldhit a new high for the year at 4.467% following the PPI print. Against that backdrop, …

Nitish Kishor | 14 May 2026

US Sector Performance Analysis: The Growth Triad Re-engages as Rate-Sensitive Sectors Implode

The USEquitymarket session on May 13, 2026, delivered a highly specific, macro-driven rotational tape. Following the panic-induced defensive stampede of the previous session, institutionalCapitalcautiously re-entered the market, but with explicit caveats. The empirical data points to a sudden "rate shock" under the surface. While …

Robert Luong | 13 May 2026

US Sector Momentum Analysis: The Rate-Shock Reversal and the Persistent Leadership Void

The empirical momentum data from the May 13, 2026, session captures a market desperately searching for equilibrium while being battered by competing macroeconomic forces. The Relative Rotation Graph (RRG) illustrates a tape torn between algorithmic relief-buying in beaten-down growth sectors and aggressive, panic-selling across …

Robert Luong | 13 May 2026

Fortuna Mining Corp. (FSM) — Silver/Gold Miner Reclaims EMA Confluence as Momentum Builds From Oversold Lows

Trend Structure: Post-Correction Recovery Gaining Momentum — EMA Reclaim Is the Key Development

Nitish Kishor | 13 May 2026

Circle Internet Group (NYSE: CRCL) — Post-IPO Momentum Surge Intact as Bulls Reclaim EMA Confluence After Sharp V-Shaped Recovery

Trend Structure: Primary Bull Trend Reasserting — V-Shaped Recovery Gains Structural Credibility

Nitish Kishor | 13 May 2026
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