Markets
30-Year Treasury Yield Tops 5.1% As Oil Hits $107: Markets Price In Fed Rate Hike By March
The 30-year US Treasury yield closed Friday at 5.127%, the highest since 2007. Oil…
Author: Scott Allan
Author: <span>Scott Allan</span>
AI
Nvidia Earnings Preview: $78 Billion Quarter, $725 Billion AI Capex, And A Bond Market In Revolt
Nvidia reports Wednesday after the bell. Consensus: $78 billion revenue, $1.77 EPS, 77% YoY…
AI
Anthropic $30 Billion Funding Round At $900 Billion Valuation Closes In On OpenAI’s IPO Math
Anthropic is in advanced talks for a $30 billion round at a $900 billion…
AI
Anthropic Just Passed OpenAI In Enterprise AI Adoption: How Claude Code Quietly Flipped The Business Market And Cracked The OpenAI IPO Story
Ramp's April AI Index says Anthropic now sits at 34.4% of businesses to OpenAI's…
AI
Bill Ackman Drops $2.1 Billion On Microsoft At 21x Forward Earnings: Inside The Pershing Square Bet That Says Wall Street Got Azure Wrong
Bill Ackman quietly built a $2.1 billion Microsoft stake since February and waited until…
Analysis
Kevin Warsh Takes The Fed As 10-Year Yield Hits 4.59% And Tech Sells Off: Inside The Warsh Trade That Just Reset Wall Street
Jerome Powell's eight-year run ended Friday afternoon and the bond market did the math…
AI
Cisco Stock Jumps 17% On Q3 Earnings Beat: AI Infrastructure Orders Hit $9 Billion As CSCO Doubles Hyperscaler Target
Cisco posted Q3 FY26 revenue of $15.84 billion and shares popped 17% after Chuck…
AI
Google I/O 2026: What to Expect From the Keynote That Has to Justify $190 Billion
Google I/O 2026 runs May 19-20. What to expect: a major Gemini upgrade, Android…
Business
Toyota’s $2 Billion Texas Bet: Inside Project Orca, The Hybrid Plant That Doubles Down On San Antonio And Tariff-Era Reshoring
Toyota filed Friday for a $2 billion hybrid assembly plant adjacent to its existing…
AI
Cerebras Stock Soars 68% In $5.55 Billion IPO Debut: How CBRS Just Reopened The AI Chip IPO Window And Put Nvidia On Notice
Cerebras opened at $350 against a $185 IPO price, triggered a circuit breaker, and…