My instinct, every time a headline reads “Trump meets [foreign leader], no breakthrough expected,” is to file it under theater and keep scrolling. Nine times out of ten that instinct earns its keep.…
Semis are already in a regime where every headline this month has been read bearishly regardless of direction, which is the real setup to understand before this week. The SOX round-tripped from a…
Wednesday brings Meta and Microsoft, both reporting after the close. Thursday brings Apple, also after the close. Alphabet already set the tone on July 22, raising its 2026 capex guide by $15 billion…
A week’s worth of items that look unrelated on the surface — a financing structure in Ohio, a stalled funding round in Hangzhou, a vessel count in the southern Red Sea — resolve into the same…
There is a word doing laps around Washington this week, and it sounds like something you’d do to corn mash in a shed in Kentucky. Distillation. In February, Google’s AI chief explained it on a podcast…
The number in every headline is the wrong one to underwrite. Shein’s draft Hong Kong listing prospectus shows a $99 million net loss for the first quarter against $395 million of net income a year…
Every major AI company is now shipping a free product aimed at schools. OpenAI put ChatGPT for Teachers out last November, free for verified US teachers through June 2027 — a date that has since…
The Wall Street Journal reported Sunday that Nvidia is discussing roughly $250 billion in financing guarantees to let OpenAI lease a 10-gigawatt campus that SoftBank’s energy arm is building in…
Global defense contractors have participated in a record $4.1 billion of venture capital rounds for military technology startups so far this year, according to Dealroom data. The capital is…
Commercial traffic through the Bab al-Mandab Strait dropped to 11 cargo vessels on Sunday, the lowest single-day count in months, following Houthi missile and drone strikes on Saudi Aramco facilities…