Highlights
Recent News
SpaceX Hits the Carriers, Medicare Stars Lift Humana
Dear readers, The S&P 500 closed its third straight weekly gain on Friday, just below Tuesday's record. The more telling...
OpenAI’s Miss Exposes AI’s Debt Load as Yields Climb
Dear readers, One number from OpenAI was enough on Thursday to push the semiconductor index down 3.4 percent. Chip stocks...
Banks Slump 13% Ahead of Profit Gains of Up to 20%
Dear readers, Oil above $105 a barrel on reports of possible US strikes on Iran is weighing on markets, and...
Records on Narrow Shoulders as the 10-Year Yield Tops 5.3%
Dear readers, The S&P 500 closed above 7,800 for the first time on Tuesday, and the bond market did not...
Popular
Net Worth
Borrowed Bull: Record Margin Debt Meets a Record Foreign Inflow
Dear readers, Yesterday we asked whether hyperscalers' AI spending would ever generate enough revenue to justify itself....
Software Over Silicon: Microsoft’s Bet to Monetize the AI Boom
Dear readers, Signs of de-escalation in the Middle East are giving markets room to exhale heading into...
Shell’s Gas Ambitions Meet Buyback Discipline as LNG Canada Talks Take Shape
Shell's share price is holding near the top of its range even as crude markets swing violently,...
From Chips to Chains: Crypto Becomes Finance’s New Backbone
Dear readers, While the rest of Wall Street keeps refreshing chip shipment trackers and Fed dot plots,...