Economy
Lennar’s Margin Fell 170 Basis Points in a Quarter Its Own Construction Costs Improved
Lennar's construction costs and cycle times improved last quarter. Gross margin still fell 170…
Author: Scott Allan
Author: <span>Scott Allan</span>
Markets
J.B. Hunt Lost 13% on a Warning Blamed on Diesel. Its Own Split Puts $25 Million on Driver Pay.
J.B. Hunt fell 13% to $236.73, the worst performer in the S&P 500. The…
AI
To Break Nvidia’s Grip on AI Networking, Cornelis Raised $205 Million on a Figure It Modeled Itself
Cornelis raised $205 million to attack Nvidia's interconnect lock-in. The $1.68 billion waste figure…
Business
Oura’s Gross Margin Fell 13 Points in a Year. An $84.4 Million Battery Bill Explains Most of It.
Oura's S-1 shows gross margin falling from 65% to 52%. An $84.4 million warranty…
AI
Cloudflare’s New Crawler Rules Grade Microsoft on a Control That Ships in 2027
Cloudflare's Accountable designation decides which AI crawlers keep reading your site. Microsoft holds it…
Energy
The Hormuz Escorts Moved Barrels, Not Insurance Premiums
Washington says it has the Strait of Hormuz under control. War risk underwriters still…
Business
Michael Dell’s Family Office Is Buying an Insurance Brokerage at 20 Times EBITDA to Automate It
The Baldwin Group is going private at $7.7 billion. None of the three principal…
AI
Cybersecurity Stocks Jumped 15% on a Call to Slow AI Down. Chip Stocks Fell on the Same Essay.
Dario Amodei's essay sent cybersecurity stocks up 15% and semiconductors down 5% in a…
AI
The Pentagon Wants to Lend $5 Billion to an AI Cloud Startup. None of It Would Build a Data Center.
The Office of Strategic Capital would make its largest ever loan to Fluidstack, funding…
Advertising & Marketing
OpenAI Closed Its Ad Platform to the Exact Product Categories It Just Entered
OpenAI barred rival image and voice tools from advertising in ChatGPT and pulled outbound…