Qwen runs on a billion downloads. Aug. 28 decides if BABA catches up.
Wages Are Losing. The CPI Says 3.4%.
The headline is cooling. The real-wage deficit is where the consumer trade lives.
Abel Is Spending. Burry Is Not Impressed.
The real question isn’t whether Berkshire’s new CEO is deploying capital. It’s whether he’s deploying it well enough, at the…
Cook Just Moved the September Hike Odds. August 12 Is the Next Vote.
Fed Governor Lisa Cook's Anchorage speech closes the window on patience. The July CPI reading, due August 12, now decides…
SpaceX Went Exclusive With Nvidia. The Stock Fell Anyway.
A 92% revenue jump, a $15.8B AI capex quarter, and a Vera Rubin partnership that nobody else can match —…
The 1930 Law Trump Just Revived for Canada Tariffs
Section 338 hits Canada on August 19. USMCA will not shield covered goods.
The Insurance Market Already Priced a 2027 Reopening
Trump gave no timeline at Camp David. The war-risk market gave one instead, and it runs through next year.
AbbVie Reports Q2 Today. The Post-Humira Story Is Winning.
Skyrizi and Rinvoq have already replaced Humira. The $10.9B Apogee deal adds the next chapter.
NOC Is Down 32% From Its High. The Backlog Is $105 Billion.
A record Q2 beat and raised guidance haven't closed the gap to its March peak.
EQT Just Rallied 8% on a Headline Miss
The market ignored the numbers and bought the strategy instead.