The CBO's August update just raised the debt-service alarm. The 30-year auction Thursday is where the real stress test begins.
Anthropic’s Chip Team Is the Signal, Not the Product
A $30B revenue run-rate, Samsung 2nm talks, and a job listing up to $485K just redrew the custom silicon map.
The Jobs Miss Just Lit the Fuse for $5,000 Gold
UBS mapped three conditions for gold’s next leg. Friday’s payrolls report just satisfied the most important one.
Apple’s iCloud Gap Is Now a Legal Weapon.
OpenAI’s motion to dismiss changes the frame. October 1 is the market event.
Apple Beat Q3. The Real Problem Is September.
A record quarter couldn’t hide a chip crunch that may lift Apple’s costs.
Apple Reports Tonight. This Isn’t Just an Earnings Call.
Tim Cook's final quarter as CEO collides with a $110B revenue test and a margin squeeze nobody fully solved.
Seagate Just Posted the Best Quarter in Its History
Revenue up 48%, margins at 52.7%, and Q1 guidance 9% above the Street.
Meta Reports Tonight. The Capex Number Decides Everything.
Options price a nearly 7% implied move — and Meta has outrun that in 6 of its last 8 reports.
EQT Just Rallied 8% on a Headline Miss
The market ignored the numbers and bought the strategy instead.
RTX Has a $271B Backlog. Today Is When It Has to Show It.
NATO rearming and the Hormuz war just made defense the most visible trade of Q2.