Newsletter

Dear readers, Three billion dollars. That's where Amazon's market cap landed this week, a number so large it almost obscures...

Dear readers, Yesterday we drew a line, stock by stock, between Apple's guidance cut and Amazon's AWS receipt. Zoom out...

Dear readers, Yesterday we closed with a simple demand: after Meta's capex scare and Microsoft's Azure vindication, the market wanted...

Dear readers, Yesterday we asked whether Microsoft could prove that two years of AI spending actually converts into cash. Azure...

Dear readers, Yesterday we left you with a promise: Microsoft was about to find out, in front of the whole...

Dear readers, Asia delivered a number Tuesday that stopped traders cold: South Korea's Kospi plunged 11 percent, the sharpest single-session...

Dear readers, Something the market has been starved of for weeks showed up on Monday: breadth. A cooling of tensions...

Dear readers, Yesterday we closed on a note of cautious relief: while the Magnificent Seven shed nearly $800 billion in...

Dear readers, Yesterday we asked whether Alphabet's capex commentary and Tesla's cash-flow reckoning would spook the market. The answer arrived...

Dear readers, Oil is doing what oil always does when tensions flare: rattling everything downstream. Brent has pushed above $95...