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Recent News
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...
Cloud Giants Face a Cash Test as Money Rotates to Safety
Dear readers, The chip earnings are behind us, and the spotlight now moves to the companies that buy the chips....
Lam, Tesla and Meta Clear the Bar and Still Get Sold
Dear readers, Wednesday's open question got its answer overnight. Lam Research told investors that global spending on chipmaking equipment will...
Beat Estimates, Lose Ground: Guidance Now Drives Earnings Season
Dear readers, Of the S&P 500 companies that have reported so far, 86 percent have topped profit estimates. Yet General...
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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...
Banks Slump 13% Ahead of Profit Gains of Up to 20%
Dear readers, Oil above $105 a barrel on reports of possible US strikes on Iran is weighing...
Records on Narrow Shoulders as the 10-Year Yield Tops 5.3%
Dear readers, The S&P 500 closed above 7,800 for the first time on Tuesday, and the bond...
PepsiCo and Delta Put the US Consumer to the Test as Stocks Hit Records
Dear readers, Wall Street is at record levels, and the stocks that depend on household spending are...