Highlights
Recent News
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 percent. Chip stocks...
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 on markets, and...
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 market did not...
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 not. This week...
Popular
Net Worth
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...
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,...
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,...
The AI Boom Hits a Hardware Wall — And Consumers Shrug
Dear readers, Yesterday's newsletter tracked the invisible plumbing being built to protect AI systems. Today the story...