DV Has a $13.60 Floor. The Real Story Is Bigger.
Nielsen’s $2.15 billion deal would close the book on public ad verification. Here is what the trade, the shift, and…
Economy
OpenAI Just Flagged Its Own Model as a Weapon
Astra is the first OpenAI system flagged at Critical cyber risk. The cybersecurity market is already pricing in what comes…
The $570B Wall Street Can’t Absorb
AI bond supply is testing demand. Early September is the real stress point.
The 1930 Law Trump Just Revived for Canada Tariffs
Section 338 hits Canada on August 19. USMCA will not shield covered goods.
The $2.4 Trillion AI Bet Is Splitting in Two
Hyperscalers locked in trillions for AI buildouts. This week’s earnings showed who is turning spend into returns.
Intel Beat Q2 by $1.7B. The Stock Fell Anyway.
The market sold the income statement and bought the fear. The real question is what the foundry transformation is worth.
The OVX Just Hit 3x the VIX. Energy Stocks Are Cashing the Check.
When commodity volatility runs at triple equity volatility, refiners, integrated majors, and upstream producers stop being cyclical plays and start…
BMY Reports July 30. The Patent Cliff Has a Counter-Argument.
Growth drugs now make up more than half of BMY's revenue. The market hasn't fully priced that.
Robinhood Is Down 38% From Its High. July 29 Forces the Question.
Total platform assets hit $307 billion. The prediction markets bet could be worth $1.7 billion.
ServiceNow Is Down 51%. The Business Keeps Growing.
Q2 earnings land today. The AI disruption thesis meets real data.