Analysis
Intel Hits All-Time High After Trump Confirms Apple Chip Manufacturing Partnership
Intel just broke a 26-year price record, and it took one Truth Social post to get there. President Trump announced on June 18 that Apple has…
Section
Analysis
Deep-dive opinion and analysis pieces
Analysis
Starbucks Korea’s ‘Tank Day’ Boycott Lands on E-Mart, Not Seattle
Starbucks Korea's 'Tank Day' boycott is cratering sales, but Starbucks sold out in 2021.…
Analysis
Dropbox Hands Off to Co-CEO Ashraf Alkarmi as Founder Drew Houston Steps Back
Dropbox named Ashraf Alkarmi co-CEO as founder Drew Houston steps back after 19 years.…
Analysis
Consumer Confidence Hits the Tape as Record Stocks Collide With Record-Low Sentiment
The Conference Board's May read lands as record-high stocks collide with record-low consumer sentiment,…
AI
Google I/O 2026 Live: Gemini Omni, Googlebooks Laptops, And Android XR Glasses Land In Make-Or-Break Keynote For $190 Billion AI Bet
Sundar Pichai takes the I/O stage at 10 a.m. PT with the heaviest deliverable…
Business
The Mandalorian And Grogu Box Office: Disney’s $80 Million Tracking Star Wars Reboot Is A Make-Or-Break Test For The Franchise
Star Wars returns to theaters Friday after a seven-year absence. Tracking sits at $80…
AI
Anthropic Hits #1 On CNBC Disruptor 50, Knocks Out OpenAI: How An $30 Billion Run Rate And $900 Billion Valuation Reset The AI Pecking Order
Anthropic leapfrogged OpenAI on this morning's CNBC Disruptor 50, claiming the top spot with…
Analysis
Home Depot Q1 2026 Earnings Beat: $41.8 Billion Revenue, Positive Comp Sales, And A Surprise Reaffirmed Guidance As Mortgage Rates Squeeze Housing
Home Depot beat the top and bottom line, posted its first positive US comp…
Analysis
Bitcoin Crashes Below $77,000 As Bond Yields Hit 19-Year High: Inside The $657 Million Liquidation Cascade Reshaping Crypto
Bitcoin broke its $77,000 support overnight as the 30-year Treasury yield punched through 5.18%,…
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 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
Google I/O 2026: What to Expect From the Keynote That Has to Justify $190 Billion
AI
OpenAI Compute Crunch Bites: Why Sarah Friar’s New Capital Warning Reshapes The 2027 IPO Math
Markets
Trump’s Nvidia, Boeing, And Intel Stock Trades Spark Ethics Firestorm Mid-Beijing Summit: What The Disclosures Show
AI
Codex Doubled in Seven Days. NVIDIA Just Restructured 30,000 People Around It.
Analysis
Pinterest Stock Jumps 15% After Q1 Earnings Crush: How AI Ad Targeting Is Reviving a Forgotten Social Platform
Analysis
OpenAI IPO Delay? $25 Billion Revenue, $14 Billion Loss, and a CFO Pumping the Brakes
Analysis
Nvidia Bets $3.2 Billion on Corning to Onshore AI Optical Manufacturing and Add 3,000 US Jobs
Analysis