Analysis
Cathie Wood Sold $37.5 Million of Deere to Fund Nvidia and Broadcom Buys
ARK Invest’s largest transaction on Monday was not a purchase. Cathie Wood’s firm sold 60,458 shares of Deere & Co worth roughly $37.53 million, and on…
Section
Analysis
Deep-dive opinion and analysis pieces
AI
Nvidia Jumps 3.8% as Cloud Giants Line Up $886 Billion in AI Capex
Nvidia added 3.8% on Wednesday to close near $208.34, and the catalyst was not…
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…
Analysis
Fed Signals Rate Hike as Nine Officials Back Higher Rates in Warsh’s First Meeting
The Federal Reserve held interest rates steady on Wednesday, but the real story was…
Analysis
Partners Group Caps Fund Withdrawals, Triggering a $50 Billion Private Equity Rout
The private equity selloff that Wall Street has been quietly bracing for just got…
Analysis
Bitcoin Drops Below $73K as Stocks Hit Records: Why Crypto Is Diverging
Bitcoin slid below $73K and Ethereum near $1,986 even as US stocks hit records,…
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
AI
Nvidia Earnings Preview: $78 Billion Quarter, $725 Billion AI Capex, And A Bond Market In Revolt
AI
Anthropic Just Passed OpenAI In Enterprise AI Adoption: How Claude Code Quietly Flipped The Business Market And Cracked The OpenAI IPO Story
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
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
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