Highlights
Recent News
Borrowed Bull: Record Margin Debt Meets a Record Foreign Inflow
Dear readers, Yesterday we asked whether hyperscalers' AI spending would ever generate enough revenue to justify itself. Today's numbers suggest...
Software Over Silicon: Microsoft’s Bet to Monetize the AI Boom
Dear readers, Signs of de-escalation in the Middle East are giving markets room to exhale heading into the weekend. After...
Shell’s Gas Ambitions Meet Buyback Discipline as LNG Canada Talks Take Shape
Shell's share price is holding near the top of its range even as crude markets swing violently, leaving investors to...
From Chips to Chains: Crypto Becomes Finance’s New Backbone
Dear readers, While the rest of Wall Street keeps refreshing chip shipment trackers and Fed dot plots, a quieter rebuild...
Popular
Net Worth
AI’s Warning Lights Flash as Crypto Steals the Spotlight
Dear readers, Friday we told you how Oracle's contracted backlog let it shrug off a bond market...
Oracle’s Backlog Defies the Bond Market While Crypto Bends
Dear readers, Yesterday we left Treasury yields at a three-year high near 4.85%, chasing Brent crude past...
Custom Silicon and Strained Grids Rewrite AI’s Cost Curve
Dear readers, Yesterday we left Brent crude pressing against the $100 ceiling, waiting to see how far...
Security Becomes the Market’s New Favorite Trade
Dear readers, For months, the tape has taken its cues from two obsessions: how fast AI can...