China’s rare-earth export-control suspension ends Nov. 10, 2026. The real question is whether Washington’s $110/kg floor is durable policy or…
IBTA’s 48% Surge Deserved a Closer Look
Ibotta returned to growth a quarter early. The bear case is still alive inside the numbers.
Two Miners to Own. One to Avoid.
Agnico Eagle and Kinross just posted record cash flow. Newmont is shrinking while costs rise.
The $514B Backlog vs. 3.6B Daily Users
Alphabet and Meta are both spending the most capital in their histories on AI. The asset that determines the winner…
WMT Reports Thursday. The Margin Gap Matters
Walmart’s $6.4B ad business, Sparky’s 35% AOV lift, and a four-point operating leverage spread decide whether this is retail or…
The AI Killshot That Is Actually Saving Office REITs
The crowd shorted offices because of AI. AI firms are now the biggest tenants.
$963B in Interest. The Japan Risk Nobody Is Pricing.
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.