The Merz Trade Is Cracking. Bunds Have Not Noticed Yet.
Equity managers bought Germany on defence spending and reform. Sunday's state results put the man behind both promises in doubt.
The Fed Just Hiked. Now 10 Officials Explain Why Another One May Come.
With no CPI, no payrolls, and the 10-year back at 5.00%, Fed speakers matter most this week.
Nscale’s $103 Billion in Contracts Has a $1 Billion Problem
The S-1 shows only $2.6 billion of that total was active as of Aug. 31, and the Anthropic deal needs…
Five Things That Could Move Your Portfolio This Week
From a 19-year 10-year yield high to Costco's dividend signal, the week of September 21 is packed with market-moving events.
Claude Now Writes a Quarter of the Code That Makes Claude Smarter. Nvidia Calls That Progress, Not Peril.
Anthropic says Claude led 26% of its model R&D in August, and it puts the AI slowdown debate in Nvidia’s…
Warner Bros. Discovery Gets $7M a Day. The Question Is Whether You Want In.
With Paramount Skydance set to accrue roughly $7 million daily starting October 1, the stock trades like merger arb with…
Nvidia Investors Are Counting on Fast AI Adoption. OpenAI Just Showed Why That Could Slow.
When the company building the technology admits its models evade oversight, the corporate buyers writing the checks start asking harder…
Booking and Airbnb Earned Their Premium. Expedia Has to Win It Back.
Morgan Stanley's new OTA rankings use engagement data, and Expedia's 0% user growth is a warning sign.
Intuit Grew Revenue 14% and Cut Its Workforce 17%. FY27 Guidance Is the Hard Part.
With the stock near $318 and 20 of 34 analysts rating it a Buy, the question is whether the AI…
Grab Is Buying Atome. Can It Underwrite the Risk?
Grab will own distribution and the lending book. Powerful and perilous.