AI-powered market analysis and insights
Three Fed members voted to hike. 30-year yields hit their highest since 2007. Kevin Warsh just had the most complicated debut of any Fed chair in recent memory.
Microsoft adds $500B in a day, a hedge fund implodes, US bombs Iran, and Bill Nygren says he's seen this movie before. July 31 is a lot.
The US is bombing Iran, the Fed is frozen, and Shell just doubled its profit. War is bad. War-driven commodity spikes are complicated.
A rogue AI hedge fund blew up, Citadel swept in, and Korean chip stocks exploded 25-30%. Here's who won, who lost, and what the internet is saying.
War is expensive. The US-Iran conflict is stoking crypto Twitter's favorite narrative: debasement fears, money printing, and Bitcoin as the escape hatch.
AWS grew 37% to $42.2B, margins expanded anyway, and Amazon's custom chips give it a cost edge rivals can't easily copy. Here's what YouTube is saying.
While everyone stares at MSFT and AMZN, three obscure small-caps are quietly sitting in the path of the AI buildout's biggest side effects.
Tim Cook's final earnings call as Apple CEO is shaping up to be his best. Here's what the numbers say and what comes next.
OpenAI just dropped prices on two models by up to 80%. The AI price war is real, it is brutal, and it is just getting started.
Carvana is off 21% YTD with shrinking margins and slowing growth. Chipotle just raised guidance again. Same consumer, very different story.
Meta grew revenue 28% but operating margins fell from 43% to 31%. Retail traders are watching the AI spending war in real time.
A third of BNPL users are financing groceries. Half have missed a payment. This isn't a fintech story anymore, it's a consumer stress test.