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This week’s key earnings, here.and Mag 7: $SpaceX(SPCX.US) $Tesla(TSLA.US) $Meta Platforms(META.US)take turns on stage! Since June, cloud providers have deployed open-source and in-house mid-sized models, lifting...
Odds of an October hike fell below 15% after Warsh spoke, from about 27% beforeLong-end Treasury yields fell faster than short-end yields as money sought safety in long bondsSmall caps and equal-weigh...
CICC expects a December move. Rate cuts look remote for the next year.Headline CPI rose 0.6% in September and 3.7% from a year earlierGasoline accounted for more than half of the monthly gainFed offic...
Louis Vuitton’s entry-level Neverfull went from about $575 in 2007 to $2,030 in 2022, while Scotland’s distilleries filled casks that take years to sell. LVMH shares now sit about 57% below their 2023 high, and Diageo’s have lost more than half. Customers are no longer saying no, only not yet.
7 Banks Say 2.4%. 6 Say 2.5%. That's How Close This One Is.At 8:30pm SGT tonight, the US releases September CPI. It's the last inflation print before the Fed's next decision on 28 Oct.Last month, the ...
On Oct 8, 2026 SGT, the Financial Times dropped a story that spooked the entire AI complex: $OpenAI(OpenAI.NA) told investors its annualized revenue run-rate (ARR) was “approaching $50B” as of end-Sep...
The bar is high on the guide, less so on the quarter. Consensus sits only 2.6% above Micron's $50B guide, after beats of 28% and 24% the last two quarters. What moves$Micron Tech(MU.US) after Wednesda...
The Fed can set what banks pay overnight, but it cannot decide what investors demand to lend for thirty years. With the 10-year at 5.24% and the 30-year at 5.56%, that repricing is already reaching mortgages, corporate borrowing and the valuations of companies whose profits are still years away.
The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
An AI rack now eats as much power as a small factory, and the copper needed to feed it would fill the cabinet before a single GPU goes in. NVIDIA's answer is 800V direct current, and it could redesign and reprice every component from the transformer to the inductor.
The September FOMC is done. The Fed hiked. Markets still didn’t get what they wanted.At 2 a.m. SGT Sept. 17, the Fed raised the federal funds target range by 25 bps to 3.75%–4.00% in a 12-0 vote. Firs...
At 2:00am SGT tonight, the US Federal Reserve is expected to raise interest rates for the first time in three years by 25 bp, to the 3.75%–4.00% range.For the past two years, the question was “when do...
What happenedOn 12 September, Anthropic CEO Dario Amodei published an essay asking the AI industry to slow down how fast models get more powerful.His main proposal is to let independent evaluators wor...
Oil Says Hike. Core Says Wait.Last month we talked about the jobs market collapsed, the September hike killed. Guess what — the collapse never happened. July's -23,000 payrolls has since been revised ...
The same GPT-6 scored 99.9%, 62.7% and 41.4% on three different tests. So has AGI arrived? A walk from a 1955 proposal to today, untangling AI, AIGC, AGI and ASI once and for all.
Apple has delivered a total return of nearly 3,000% since Tim Cook became CEO in 2011, significantly outperforming both the Nasdaq 100 and S&P 500.After an extraordinary 15-year run, can $Apple(AAPL.US) ...
The Fed's September 15–16 decision is, right now, a coin flip: the market puts the odds of another hike at roughly 50/50. On Friday, September 4, one number gets to nudge that coin — the August non-fa...
$Tesla(TSLA.US) The Cybercab was unveiled in Austin last night. Morgan Stanley didn't talk much about the car itself, but focused on one key metric: how many unsupervised vehicles are actually generat...
Dell, Broadcom, SnowflakeAll three earnings reports beat expectations. Revenue, profit, and guidance all exceeded forecasts—none lagged.However, the stock market's reaction post-earnings varied signif...
Eight CEOs, nearly fifty years, one unanswered question: after Jobs, how does Apple decide what to bet on next?
mRNA is a printing press: COVID was one page printed hundreds of millions of times; a cancer vaccine is one book, printed once. Why Phase III mattered — and why a press still isn't a money printer.
A 13F is a photo taken 45 days ago, half cropped out, with makeup on. The information dividend lasts about two days — and it's long gone.
Jobs Say Cut. Inflation Says Don't.Two weeks ago, the market was betting the Fed would hike in September. Then Friday's jobs report landed: payrolls fell 23,000 against expected, with another 103,000 ...
Wall Street now lends against GPUs like they're houses. But houses don't lose half their value when the next model ships — here's the $500 billion machine, and its crack.
When a stock falls, it's either the company getting worse or just more people able to sell. SpaceX's August 6 lockup expiry is a textbook case of the second — here's how to tell the two apart.
