The latest from The Equity Edit

Trade Idea of the Week

Rocket Lab: Ready for Liftoff?

The space company has built a real business. Its next rocket could determine how much bigger it becomes.

Markets

Meta: Still room to run in the AI era?

Why Meta’s next phase of growth could surprise the market.

Investing

5 things investors need to know today.

Markets move. Narratives change. Your investment principles shouldn’t have to. Here are five things worth remembering when uncertainty is high.

Markets

SpaceX Is Worth $2 Trillion. Could It Still Be Cheap?

SpaceX is worth more than US$2 trillion just four months after its IPO. The bull case says its growth could make that valuation look surprisingly reasonable. The bear case says an extraordinary future is already priced in.

Markets

What the Fed’s next move could mean for your portfolio.

With inflation cooling but uncertainty still high, we break down what to watch ahead of the next FOMC meeting — and how different rate scenarios could impact your investments.