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 its first real catalyst, and it came from Zurich, not New York.…
Section
Analysis
Deep-dive opinion and analysis pieces
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
Google I/O 2026 runs May 19-20. What to expect: a major Gemini upgrade, Android…
AI
OpenAI Compute Crunch Bites: Why Sarah Friar’s New Capital Warning Reshapes The 2027 IPO Math
OpenAI CFO Sarah Friar told investors this week the company may need to raise…
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
Cloudflare Layoffs: 1,100 Jobs Cut in “Agentic AI” Reset as NET Stock Drops 18%
Analysis
Hormuz Ceasefire Unravels: Oil Tops $102 as US-Iran Fire Exchange Rattles Markets
Analysis