Tech
Google has contracted 3,590 megawatts of power from Constellation Energy in a landmark $4.3 billion deal, signaling that the AI infrastructure buildout has entered a new phase where the constraint is no longer chips or capital, but electrons.
News
Paramount Skydance completed its $110 billion takeover of Warner Bros. Discovery on October 6, creating one of the world's largest entertainment companies. Here is what the deal means for investors, the streaming wars, and the future of Hollywood.
Tech
Anthropic's confidential IPO prospectus reveals a $518 billion compute commitment and raises fundamental questions about whether public markets are ready to price frontier AI at the multiples private capital has assigned.
Macro
There is a number that Wall Street is sitting with as it enters the fourth quarter of 2026: 5.34. That is how many percent the benchmark 10-year Treasury yield reached on Thursday, October 2 - its highest level in 24 years. It is the number that sits above every
Macro
The September jobs report showed just 29,000 new jobs added to the U.S. economy—far below the 84,000 expected. This weak print effectively ended speculation about an October Fed rate hike and signals a labor market cooling into a low-hire, low-fire equilibrium.
Macro
There is a number that Wall Street has been sitting with since Tuesday morning: 27. That is how many percent Fair Isaac Corporation's stock fell on September 29, 2026 - its worst single-day decline since 1989. The catalyst was a post on X from Federal Housing Finance Agency
News
Oura's four-times oversubscribed IPO and Holtec's withdrawal reveal what public investors are willing to pay for in a high-rate environment: profitability and recurring revenue, not speculative infrastructure plays.
News
McDonald's stock has collapsed 30% from its February 2026 high, revealing deeper problems than inflation alone. The company's execution failures and structural challenges suggest the path to recovery runs through the dining room, not the spreadsheet.
Tech
Oracle's force majeure notice on Project Jupiter reveals growing anxiety in the AI infrastructure trade. With $18 billion in debt, rising interest rates, and power constraints, the gap between AI narrative and reality is narrowing.
Macro
Tech
AMD crossed the $1 trillion market capitalization threshold on September 21, 2026, becoming the fourth US chipmaker to reach this milestone. Explore what Lisa Su's achievement means for the AI chip race and the future of semiconductor infrastructure.
Macro
President Trump's summit with Chinese President Xi Jinping on September 24 carries significant market-moving potential. Pre-summit talks reveal progress on tariff reductions, AI safety protocols, and critical mineral flows.