The $105B Ohio guarantee makes Nvidia landlord, banker, and arms dealer of AI.
Rambus Just Got Cheaper. The Market Is Reading the Wrong Number.
TITLE: Rambus Just Got Cheaper. The Market Is Reading the Wrong Number. SUBTITLE: A 20% post-earnings drop on record revenue…
Warsh Says 2%. The 30-Year Says Prove It.
The Fed holds for a fifth straight meeting. The long end of the curve is running its own policy.
Two Miners to Own. One to Avoid.
Gold miners are generating cash at a rate the sector has rarely seen. The VanEck Gold Miners ETF is up…
Trump Threatens a Gulf Mediator. Read the Refiner Trade.
Brent jumped to about $90.9 on the Oman threat. The real question is what risk premium survives a deal, and…
Trump Threatens Oman and the Last Off-Ramp
Threatening Oman does not reopen Hormuz faster. It weakens the one channel that makes a deal possible.
The Fed Is Not the Bond Market’s Biggest Problem
TITLE: The Fed Is Not the Bond Market’s Biggest Problem SUBTITLE: A $29 trillion borrowing wall, a BOJ seen as…
OpenAI Hit $40B. Now Price the Loss.
The doubling is real. So is the loss it will take to get there.
DDOG Beat Everything. One Customer Broke It.
A 36% revenue surge, a raised guide, and a 19% selloff, inside the single metric that overrode every headline number.
The Harness War Starts Today
DeepSeek just went public with its plan to unseat Claude Code. The real fight is not about benchmarks.