The UK cleared Paramount's WBD deal. The ticking fee that starts October 1 is the only number that matters now.
Burry Banked the Win. Now Ask What He Left on the Table.
He entered MSFT at $415, exited near $490. He closed an Oracle short that paid roughly 51% on the downside.…
SpaceX Went Exclusive With Nvidia. The Stock Fell Anyway.
A 92% revenue jump, a $15.8B AI capex quarter, and a Vera Rubin partnership that nobody else can match —…
The 1930 Law Trump Just Revived for Canada Tariffs
Section 338 hits Canada on August 19. USMCA will not shield covered goods.
Three Risks Markets Have Filed Away as Solved
The Hormuz MoU is failing, the Fed vote was 9-3, and a rare earth deadline is 102 days away. None…
SPCX Is Down 52% From Its High. August 6 Is the Supply Shock.
Short interest at 34% of float, 911.5 million shares unlocking after earnings. The bears are not betting against the business.
Shell Just Had Its Best Quarter Since 2022
A $9.8 billion adjusted profit beat — and the real question is what happens next.
Oil Is Up 22% in July. The Fed Meets Tomorrow.
June CPI looked like relief. The math behind it is already reversing.
Nvidia Is Now Backing $250B for OpenAI
The chip giant is financing the infrastructure it sells into.
American Express Reports Today. The Consumer Spending Verdict Is In.
AXP drops Q2 results this morning. Here is what the numbers say about the health of the high-end spender.