Macro
The 30-Year Is in 2007. The Rest of the Tape Is Not.
The long bond, oil, and semiconductors all moved on Monday. They did not agree.
Why Alpha Tau's TASE Listing Could Matter More Than Investors Think
Alpha Tau's TASE dual-listing lands on an exchange that returned ~52% in 2025, drew a ~5% stake from Bill Ackman, and channels passive index flows into new entrants — Palo Alto alone drew ~NIS 800M in ETF demand. At ~$1.2B, Alpha Tau clears TA-125 size on size alone.
Supermicro's Comeback: How the Snake-Bit AI Server Maker Just Delivered Its Most Stunning Quarter
There is a number that defines what Super Micro Computer reported on Tuesday night: 315. That is how many percent the company's earnings per share grew in its fiscal fourth quarter compared to a year earlier - a figure that, in isolation, would be remarkable for almost any company.
Nvidia's $500 Billion Bet: How the Chipmaker Is Reinventing AI Infrastructure Finance
There is a number that defines what Nvidia announced on Monday: 500. That is how many billion dollars the chipmaker is aiming to mobilize in third-party capital for AI infrastructure - a figure so large it would rank among the biggest financing initiatives in the history of American industry. But
Wall Street's Stagflation Test: Why This Week's CPI Report Could Be the Most Important Data Print of 2026
Wall Street entered Monday morning carrying a peculiar kind of anxiety - the kind that comes not from a market in freefall, but from one sitting near all-time highs while the economic data underneath it starts to crack. The S&P 500 is up more than 13% year-to-
Berkshire's $4.5 Billion Signal: What Greg Abel's First Big Buyback Tells Us About the Post-Buffett Era
Greg Abel's $4.5 billion buyback in Q2 2026 signals a major shift in Berkshire Hathaway's capital allocation strategy. What this means for the post-Buffett era.
China Has a Chokehold on a Part Every Car Needs. This Nasdaq Company Is Racing to Break It. (Nasdaq: EMAT)
China’s dominance of rare earth magnets gives Beijing leverage over the global auto industry. With U.S. restrictions tightening, Evolution Metals (NASDAQ: EMAT) is scaling a non-China supply chain that could become increasingly critical to automakers and defense contractors.
The Jobs Miss That Moved Markets: What July's -23,000 Payrolls Number Really Means
Ford's $30,000 Gamble: Why the Fathom EV Truck Is the Most Important Bet in Detroit
There is a number that defines what Ford announced on Thursday: 28,350. That is how many dollars the company's new Fathom electric pickup truck will start at - a figure that, in the context of a US auto market where the average new vehicle costs $50,000 and
Lilly's $23 Billion Quarter: How the GLP-1 Empire Is Rewriting the Rules of Pharma
There is a number that defines what Eli Lilly just reported: 48. That is how many percent the company's revenue grew in the second quarter of 2026 compared to a year earlier - a rate of expansion that would be remarkable for a startup, and that is genuinely extraordinary
Burry's 1987 Warning: Why the Man Who Called the Housing Crash Is Betting Against the Record Rally
SpaceX's $1.4 Trillion Test: What Tonight's First Earnings Report Will Really Reveal
SpaceX reports its first earnings as a public company with a $1.4 trillion valuation on the line. Tonight's results will reveal whether the market's appetite for transformational, pre-profit technology companies has survived the macro environment of 2026.
America's Yen Rescue: Why the US Treasury Stepped Into Currency Markets for the First Time in Decades
There is a number that defines what happened in currency markets last Friday: 163. That is how many yen it took to buy a single US dollar at the peak of the selloff on Thursday, July 31 - the weakest level for the Japanese currency in roughly four decades. By Friday