Goldman Sachs says AI is erasing about 16,000 net US jobs a month. The sectors losing ground first are not…
Iran Threatens US Diplomats. Oil Has Not Priced In Next Steps.
Tehran-backed threats rose over the weekend, and Brent starts Monday above $113 after a $116.72 settle.
Meta’s P/E Is 24. Its Capex Bill Is $140 Billion.
Fresh Q3 results show the ad engine is running hot, but the spending required to keep it that way is…
Nucor Reports Soon. Steel Prices Are Up 52%. EPS Could Triple.
Q3 guidance is $5.55 to $5.65 per share vs. $2.63 a year ago. Is the run already priced in?
The 10-Year Yield’s Drop Below 5% Is an Alarm
When Treasuries rally because tech is collapsing, the bond market is talking about stocks, not interest rates.
The Nasdaq Dropped 2.6%. Most Stocks Didn’t.
Meta’s $135B-$145B capex range and Lam’s supply warning hit chips, but the average stock rose and credit stayed quiet.
GPT-6 Lands on Google Cloud. The Cloud Giants Are the Story.
When every hyperscaler sells every frontier model, the fight shifts to power, price, and data ownership.
The KOSPI’s 3.52% Drop Is Now Inside the Bank of Korea
When the Bank of Korea says equity losses are hitting consumption, the AI de-rating stops being a portfolio problem and…
Cummins Just Sold Its Hydrogen Business. That May Be the Bullish Signal.
CMI ditched its money-losing low-pressure fuel cell unit and kept the technology that actually scales to long-haul diesel replacement.
Intuitive Surgical Is Down 29% From Its High. The Decade-Long Case Is Not.
A $450 million settlement charge and da Vinci price moves spooked investors Tuesday, but the core business just posted 22%…