Macro
Three simultaneous macro events converge this week: the G7 summit in Evian, the expected US-Iran peace deal signing, and the Federal Reserve's first rate decision under Chair Kevin Warsh. The outcome will reshape markets.
Macro
There is a number that has been quietly repricing the entire inflation outlook for the past 48 hours: $87. That is where Brent crude settled on Friday, June 13 - the first weekly close below $90 since early March, and a drop of more than 30 percent from the $120-plus
Macro
The Producer Price Index hit 6.5% in May 2026—the highest since November 2022. With the inflation pipeline accelerating and the ECB already hiking rates, the Fed faces mounting pressure to act.
Macro
There is a number that will define Kevin Warsh's legacy before he has even had a chance to build one: 4.2. That is the annual inflation rate the Bureau of Labor Statistics reported on June 10, the highest reading in three years, arriving just six days before
Tech
There is a number that has been haunting Oracle's stock price for months: $553 billion. That is the size of Oracle's remaining performance obligations at the end of its fiscal third quarter - a backlog so large it would rank among the top 20 companies in the
Tech
There is a number that Wall Street has been circling for months: $1 trillion. That is the valuation OpenAI is targeting as it confidentially filed for a U.S. initial public offering on June 8, 2026 - a move that, combined with Anthropic's filing one week earlier and SpaceX&
Tech
There is a number that captures the stakes of what Apple is unveiling today at its Worldwide Developers Conference in Cupertino: 1.6 billion. That is the size of Apple's installed iPhone base - the largest captive consumer technology audience on the planet. For years, that audience has been
Macro
A 172,000 jobs report in May 2026 shocked markets and reversed expectations for Federal Reserve rate cuts. Here's what the data means for investors.
Tech
The semiconductor sector's worst day in six years reveals deeper concerns about valuation extremes and supply dynamics in the AI chip trade.
News
There is a number that captures the audacity of the SpaceX IPO better than any roadshow slide: 555,555,555. That is how many shares Elon Musk's rocket company plans to sell at exactly $135 apiece - a fixed price, not a range - to raise $75 billion in what
News
Greg Abel's first major acquisition as Berkshire CEO signals a more active approach to capital deployment and integration, marking the official beginning of the post-Buffett era.
Tech
Alphabet announced an $80 billion equity raise to fund AI infrastructure buildout, signaling its commitment to win the AI arms race. The deal includes a $10 billion Berkshire Hathaway investment and a $40 billion at-the-market offering program.