Highlights
Recent News
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 flirting with 5%...
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 the $100 mark....
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 the standoff around...
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 grow, and when...
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Net Worth
TKMS Closes the Dolphin Chapter and Courts Fincantieri — But Shareholders Are Still Waiting for the Tide to Turn
The INS Drakon has left the yard in Kiel, bound for Israel, and with it a quarter-century...
Munich Re’s Monte Carlo Warning Collides With Wall Street’s Widest Analyst Split in Years
The message from Munich Re's leadership at the industry's annual gathering in Monte Carlo was pointed: the...
Xiaomi’s September Tightrope: A Foldable Counterpunch Against Apple While EV Targets Slip
Xiaomi is entering one of the most consequential weeks of its corporate calendar, juggling a carefully timed...
D-Wave Quantum: A Network Metric That Cuts Through the Noise
Sometimes the most telling data point in a quantum computing company's story isn't found in its income...