Adobe slid about 6.5% Friday. Here is what the Sept. 10 earnings report must show to change the conversation.
Bitcoin Ran 25% in August on ETF Money. September Pushes Back.
Prediction markets put an ~80% chance on BTC dipping below $75,000 in September. Here is what that level means for…
Buy, Rent, or Invest? Home Prices and a 4.75% Ten-Year
Mortgage rates near 6.9% and rents rising fastest in over a year are shifting the rent-versus-own math.
Five Prints in Six Days: How to Trade the Data Gauntlet Into the September FOMC
The benchmark revision resets every assumption entering the most consequential data week of the year.
The September Countdown Is Already Priced Wrong
Freeport restarts this week, EU storage is below seasonal norms, and the Russian LNG cutoff clock is running. The TTF-to-Henry-Hub…
IREN’s $9.7 Billion Proof of Concept
Microsoft accepted the first data center on Aug. 13. Now IREN has to show the revenue follows.
Cheaper AI Tokens Are Nvidia’s Best Growth Catalyst
The Jevons Paradox is alive in the GPU market. Falling token prices expand the addressable universe of AI workloads, and…
SPCX Is Down Today. November Is the Real Test.
Today's unlock is small. November's 1.3B-share Q3 tranche is the stress test that matters.
The 20% Compute Tax Nobody Priced Into OpenAI
A rogue agent, a paused frontier run, and a monitoring overhead that reshapes the unit economics of building the world’s…
WOLF Has 47% Short Interest. Retail Is Buying Anyway.
Wolfspeed reports Q4 results on August 19 with a 932.81% borrow fee and a nine-day-old LITEON partnership. Here is who…