CalendarialThe week of July 20-24, 2026 is thin on economic data but heavy on earnings, with three of the market’s most closely watched names — Alphabet, Tesla, and Intel — all reporting within a 48-hour window.…
ESNAlphabet reports second-quarter 2026 results on Wednesday, July 22, after market close, with the conference call at 1:30pm Pacific. The number that matters is not the EPS print, where consensus sits…
Market AnalysisRyanair just handed the market a preview of what a prolonged Iran war does to low-cost carrier economics: a 34% drop in after-tax profit, a 6% fare decline, and confirmation that even its unhedged…
Virtual Travel GuideThirty years ago, Bilbao was a byword for industrial decline. Its shipyards were closing, its river was polluted with decades of steel and shipping runoff, and the Basque Country’s economic engine was…
TechnologiesCuspAI just closed a $450 million round and launched an industry coalition around AI-driven materials discovery for chipmaking, but the funding is the least interesting part of the story. The actual…
Market AnalysisMorgan Stanley collected 2.3 billion dollars in debt and equity capital markets fees in the first half of 2026, up from 1.4 billion dollars in the same period a year earlier, and the bank’s own…
Market AnalysisBlackstone’s agreement to invest in Futronic, the Busan-based actuator maker, at a reported valuation near 675 million dollars is a small deal by the standards of the AI infrastructure trade, but the…
Market AnalysisZhongji Innolight’s push toward an 8 billion dollar Hong Kong listing, potentially the city’s largest since Alibaba’s 2019 debut, reads on the surface like a new Chinese challenger stepping onto…
Market AnalysisMemory chip stocks have sold off hard over the past month despite the sector delivering some of the strongest quarterly results in its history, and the split in how investors are explaining that gap…
BlockchainingKalshi and Polymarket built their entire identities around being each other’s opposite. Kalshi is the “regulated from the inside” exchange, holding the first federal license the CFTC ever granted an…