With crude back above $90 and core PCE still running at 3.3%, the Beige Book is the last qualitative test…
Euro Inflation Hit 3.3%. Neither Central Bank Blinks First.
With the ECB meeting Sep. 9-10 and the Fed Sep. 15-16, EUR/USD is frozen. When it breaks, it will move…
Whose Gross Margin Pays for Cheap Tokens?
Google's price attack on Anthropic and Microsoft shows who can cut and who bleeds.
Google’s Price War Hits Snowflake’s Meter
Wednesday’s Q2 report tests whether consumption-billed AI workloads can expand faster than Google cuts the cost of running them.
Micron’s CEO Just Called Time on the Boom-Bust Clock
A $10 billion research lab, a 50% supply shortfall, and a forward P/E of 6.76 are telling three different parts…
Dead Airlines Are the New Training Sets
Google’s $10 million Spirit buy is a preview of how AI labs may feed themselves when clean data runs out.
DE Is Up 32%. The FY2027 Order Gap Is the Risk.
Deere reports Q3 Thursday. The EPS beat is largely priced in. The end-of-period order signal decides everything.
Alibaba Won the Open-Source War. Now Comes the Bill.
Qwen runs on a billion downloads. Aug. 28 decides if BABA catches up.
The AI Killshot That Is Actually Saving Office REITs
The crowd shorted offices because of AI. AI firms are now the biggest tenants.
The ROIC Question Is Finally Getting Answered
JPMorgan’s latest target raise is about backlogs converting into recognized revenue.