The Jevons Paradox is alive in the GPU market. Falling token prices expand the addressable universe of AI workloads, and…
IBM Is Building an AI Delivery OS. OpenAI Is the Latest Module.
The model is not the moat. IBM's Consulting Advantage platform is the real strategic bet, and the OpenAI deal is…
The $78-Per-Share Spread Nobody Disclosed
The Adit Ventures case is a warning for pre-IPO funds promising access to SpaceX, Klarna, and the next blockbuster listing.
Barrick Beat on Ounces. Costs Won the Quarter.
Production beat guidance. Costs hit cash flow. The IPO catalyst is just getting started.
FIGS Surged 27% in One Week. Now the Math Starts.
A one-time $20.5M tariff refund and a Jordan WRO complicate margins.
Abel Is Spending. Burry Is Not Impressed.
The real question isn’t whether Berkshire’s new CEO is deploying capital. It’s whether he’s deploying it well enough, at the…
KRE Is Near Record Highs. The AI Supply Chain Is Why.
Regional banks are not financing data centers. They are financing everything the data centers need built.
Two Headlines Just Flipped the Monday Open
Middle East diplomacy and $400B pharma talks are reshaping where money moves today.
Big Oil Just Had Its Best Quarter Since 2022
Brent posted its biggest monthly gain since March. Exxon, Chevron, and Shell earned a combined $404 million in profit per…
AWS Just Grew 37%. The Real Signal Is the Margin.
Amazon raised capex to $220 billion and free cash flow turned negative. The 39% AWS operating margin is why none…