Amazon raised capex to $220 billion and free cash flow turned negative. The 39% AWS operating margin is why none…
The Dissent That Moved the Bond Market
A 9-3 FOMC vote just repriced September and exposed every rate-sensitive corner of the market.
Oil Is Back Near $100. The Hormuz Trade Is Not Over.
The ceasefire broke. Brent is climbing again. Here is who wins and who bleeds when the world's most dangerous chokepoint…
Vertiv Beat on Earnings. The Market Sold It Anyway.
A 60% EPS jump and raised guidance couldn't stop a 10% selloff.
Meta Reports Tomorrow. The Cloud Bet Is the Hidden Number.
A potential $10B Anthropic deal could turn $125B–$145B in AI spending into a revenue offset.
LVMH Just Reported. The Real Problem Is Structural.
H1 2026 results beat expectations. But the aspirational consumer may not come back.
The Global Tariff Regime Just Changed Overnight
Three simultaneous trade actions are rewriting the rules for nearly every importer in America.
Three Tariff Waves Hit at Once. Most Importers Are Only Watching One.
A new trade architecture just went live. The second wave is still coming.
Coinbase Is Quietly Becoming a Different Company
The trading slump is the headline. The stablecoin and subscription story is the real read.
SoFi Is Down 37% This Year. The Business Never Stopped Growing.
Ten straight profitable quarters, 14.7 million members, and a stablecoin nobody saw coming.