The GMV slowdown is deliberate. Investors pricing it as demand are wrong.
WMT Dropped 9% on a Guidance Raise
Market Snapshot WMT fell roughly 9% to $104.12 in premarket trading Thursday, a sharp drop that pushed shares closer to…
SPCX Is Down Today. November Is the Real Test.
Today's unlock is small. November's 1.3B-share Q3 tranche is the stress test that matters.
Rambus Just Got Cheaper. The Market Is Reading the Wrong Number.
TITLE: Rambus Just Got Cheaper. The Market Is Reading the Wrong Number. SUBTITLE: A 20% post-earnings drop on record revenue…
The 20% Compute Tax Nobody Priced Into OpenAI
A rogue agent, a paused frontier run, and a monitoring overhead that reshapes the unit economics of building the world’s…
Nvidia Is No Longer Just a Chip Company
The $105B Ohio guarantee makes Nvidia landlord, banker, and arms dealer of AI.
Rambus Just Got Cheaper. The Market Is Reading the Wrong Number.
TITLE: Rambus Just Got Cheaper. The Market Is Reading the Wrong Number. SUBTITLE: A 20% post-earnings drop on record revenue…
Warsh Says 2%. The 30-Year Says Prove It.
The Fed holds for a fifth straight meeting. The long end of the curve is running its own policy.
Two Miners to Own. One to Avoid.
Gold miners are generating cash at a rate the sector has rarely seen. The VanEck Gold Miners ETF is up…
Trump Threatens a Gulf Mediator. Read the Refiner Trade.
Brent jumped to about $90.9 on the Oman threat. The real question is what risk premium survives a deal, and…