Markets
When Memory Makers Started Taking Collateral, the Shortage Stopped Being a Cycle
Every story about the memory crunch this year has been filed as a market story: prices are up, memory stocks are up, AI demand is enormous.…
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Markets
Stock markets, trading, and investing news
Economy
The Fed’s Two Inflation Gauges Disagree by 80 Basis Points. Warsh Is Hiking on the Higher One.
Futures markets now put the odds of a quarter-point Federal Reserve hike this month…
Cloud & Infrastructure
Dell Guided Its AI Server Line Lower This Quarter Because It Cannot Buy Enough Memory
Every preview of Dell Technologies’ fiscal second quarter, which the company reports after the…
Business
Brazil’s Weight-Loss Black Market Runs Exactly Along Eli Lilly’s Patent Line
CNN’s report on Brazilian customs officers pulling weight-loss injections out of boot soles, shampoo…
Energy
While Washington Struck Hormuz, the IEA Was Cutting Oil Demand by 1.6 Million Barrels a Day
The US military hit two Iranian rocket launchers on Larak Island on Sunday, the…
Economy
The AI Buildout Borrowed $225 Billion at Low Rates. Warsh Just Signaled the Bill Is Repricing.
Every account of Kevin Warsh’s Jackson Hole speech on Friday told the same story:…
AI
Most of Salesforce’s Record Earnings Beat Was an Unrealized Gain on Anthropic
Salesforce closed up 22.6% on Thursday, the second-best trading day in the company’s history…
Business
Dick’s Sporting Goods Just Had Its Worst Day Ever. The $2.4 Billion Foot Locker Bet Is Why
Dick’s Sporting Goods lost close to 30% of its market value on Tuesday, the…
AI
Nvidia Is Raising AI Server Prices More Than 15%, and the Memory Makers Are the Reason
For three years Nvidia has been the company that sets the price of artificial…
Economy
Druckenmiller Says Bessent Will Lose the Bond Fight as Treasury Eyes a $950 Billion Cash Pile
The man who trained Scott Bessent spent Tuesday morning telling him, in the pages…
AI
Anthropic’s $2 Trillion IPO Target Came From Its Investors, Not From Anthropic
The number moving around Wall Street is $2 trillion, in October, on a listing…
Electric Vehicles
Nevada Raised Tesla’s Robotaxi Cap From 10 to 5,000 in Five Weeks
In July, Nevada regulators capped Tesla at exactly ten paid robotaxis in Las Vegas…
Economy
US Canada Trade Talks Collapse as 50% Tariffs Hit $20 Billion in Goods
Fifty percent US tariffs on about $20 billion of Canadian goods took effect at…
Business
Morgan Stanley’s $1.3 Billion Dallas Tower Puts a Number on New York’s Tax Fight
IPO
Unitree Opened 629% Above Its IPO Price and Briefly Passed Baidu in Value
AI
Google Handed Marvell a $12.2 Billion Warrant and Broadcom Lost $87 Billion in a Day
Business
Walmart Raised Guidance on a $2.9 Billion Refund It Has Not Received Yet
Analysis
The 30-Year Treasury Hit a 19-Year High. Korea’s Chip Stocks Paid for It.
AI
Baidu’s GPU Cloud Grew 283% and Revenue Still Fell 4%, Which Is the Whole Problem
Business
Home Depot Beat on $47.9 Billion and Still Refused to Raise Guidance, One Day Before 50% Canadian Tariffs Land
Energy