Tech
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
Macro
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-
News
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.
Wall Street Wire
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.
Macro
News
Macro
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
News
There is a number that defines what happened to Wall Street's most celebrated AI hedge fund in July 2026: 67. That is how many percent Leopold Aschenbrenner's Situational Awareness fund lost in a single month - a collapse so swift and so total that it has already
News
There is a number that captures the scale of what Big Oil just reported: 160. That is how many million dollars ExxonMobil made per day in the second quarter of 2026 - a figure that would have seemed extraordinary in almost any other context, but that lands with a particular weight
Earnings
Wall Street closed out July with a week that will be studied in business schools for years. Three of the most powerful companies on earth - Microsoft, Apple, and Amazon - reported earnings that, by any historical measure, were extraordinary. And yet, the bond market spent the same week sending a very
Earnings
Meta's Q2 2026 earnings revealed a 91% collapse in free cash flow to just $784 million, an EPS miss of nearly 14%, and capex guidance raised to $130-145 billion. Here is what the numbers reveal about the true cost of the AI arms race.
Earnings
Meta faces a critical test tonight as it reports Q2 2026 earnings with a $125 billion AI infrastructure spending commitment hanging in the balance. Wall Street is watching whether the company can deploy $35-42 billion per quarter without triggering a market selloff.