A 3.7% CPI reading lit the fuse. The $942 million liquidation that followed punished ether far harder than its market…
Meta Is Spending Up to $200 Billion on AI. Does It Pay Off?
With Q3 earnings due Oct. 28 and the IMF warning on AI spending risk, Zuckerberg’s bet could make Meta the…
Kalshi and Polymarket Face a Licensing Test as the CFTC Redefines Swaps
The October 20 comment deadline is the moment futures exchanges with existing licences find out whether they own this market.
SpaceX’s Spectrum Deal Put Tower Stocks in Play
An $8 billion spectrum deal could make SpaceX a future tower tenant, and AMT reports in 17 days.
Blue Owl Investors Want 39% of an AI Loan Fund Back. The Fund Won’t Give It to Them.
Three straight quarters of blocked withdrawals reveal what sophisticated allocators think about private credit's AI exposure.
Insurance Claims Adjusters Are Disappearing. One Stock Gains.
CCC Intelligent Solutions is turning computer vision into a $1.16B run-rate business as junior adjuster postings fall about 50%.
Brent Near $101 and the Inventory Clock Is Ticking
Aramco’s CEO says rebuilding depleted stockpiles could take two years. The trade isn’t crude itself.
Tokenized CRE Tops $400M. The Liquidity Gap Persists.
On-chain property is growing, but secondary trading is still thin and spreads stay wide versus public REITs.
TSMC Entering Musk’s Orbit Leaves Intel With Less to Stand On
A single-customer fab for Tesla, SpaceX, and xAI would test everything investors think they know about TSMC's pricing discipline, and…
Nvidia Nears $5.7 Trillion. The Q3 Report in 45 Days Matters.
A $150 billion buyback and a $108 billion Q3 guide pushed shares to a record. The forward multiple is near…