Highlights
Recent News
Alphabet’s Cloud Doubles, Its Cash Turns Negative, the Stock Sinks
Dear readers, The question we left open yesterday was whether investors would keep paying for cloud growth when the cash...
Margins Over Stories: Who Delivers Before the Fed and Big Tech
Dear readers, Yesterday's lesson from UPS and Coca-Cola was pricing power. Today's reports add a second, harder test: what is...
UPS and Coca-Cola Raise Guidance by Charging More, Not Selling More
Dear readers, The sturdiest earnings news of the day comes from a package carrier and a soda maker, not from...
Anthropic’s IPO Meets a Fed Week That Prices Another Hike
Dear readers, The AI industry wants fresh money just as money gets more expensive. Anthropic has formally filed for its...
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Net Worth
Goldman Delivers as Memory Stocks Slide Ahead of CPI
Dear readers, Goldman Sachs beat profit expectations by roughly $4 a share on Tuesday, and it still...
Optics Run Hot as Chip Leaders Pause for Breath
Dear readers, The AI trade is changing leaders. Optical suppliers are still climbing, while the classic chip...
SpaceX Hits the Carriers, Medicare Stars Lift Humana
Dear readers, The S&P 500 closed its third straight weekly gain on Friday, just below Tuesday's record....
OpenAI’s Miss Exposes AI’s Debt Load as Yields Climb
Dear readers, One number from OpenAI was enough on Thursday to push the semiconductor index down 3.4...