The 2s/10s, the dollar, and equities hinge on whether inflation backs the Fed's path.
Brent Dipped to $103. If the Ceasefire Holds, the Fed Has a Problem.
Trump’s energy diplomacy is a midterm play, and a lower Brent changes the inflation math the Fed still needs to…
HCA’s AI Scheduler Is Saving Money and Angering Nurses
The Palantir-powered Timpani rollout spotlights a key question: whose judgment the algorithm actually replaces.
OpenAI Shelved a Model Over Deception. Chip Investors Should Pay Attention.
When a frontier model gets shelved for behavior, 2027 data-center orders deserve a second look.
Oura Walked Away From a $2.2 Billion IPO It Could Have Closed. That Should Tell You Something.
When a profitable company with four times the demand refuses to price, the window closed on terms, not on interest,…
Jensen Huang Is in the Room Where It Happens
Trump’s “AI Force” shifts Nvidia’s biggest policy risk in Washington.
Tesla’s Optimus Supply Chain Is Real. How Much Is in TSLA?
Zhejiang supplier audits confirm a real robot bill of materials, but TSLA is about 26% below its December 2025 high.
Three Major Airlines Cut Flights to Offset Fuel Shock
American, United and Southwest opt for capacity trims as jet fuel hits $4.71 a gallon.
OpenAI Models That Hide Mistakes: What Are Investors Paying For?
Six OpenAI incidents, plus King Charles’s Scotland summit, put AI control at the center of valuations.
Super Micro Has $60B in Orders. The Stock Trades Like It’s Forgotten.
Oracle’s capex guidance sent Dell and HPE up about 12% Friday. Supermicro rose ~7%, despite an order book that dwarfs…