Freddie Mac’s 30-year rate climbed to 6.76% for a third week, and with the 10-year yield near 5%, homebuilders and…
Oracle Spent $28.5 Billion in One Quarter. Revenue Is Catching Up.
Cloud infrastructure up 121% to $7.4 billion and a $90 billion guide are the first real answers Oracle investors wanted.
Apple’s iPhone Duo Costs $1,999. Who Pays the Memory Bill?
Apple held the Duo at $1,999, then leaned on the storage ladder. The December quarter is the test.
August Air Travel Just Shrank. What That Tells You About the Economy.
A rare summer dip is forcing airlines to cut seats, and Delta looks very different from Frontier right now.
The Iran War Has Taken $770 From Every U.S. Household
With diesel near a record $5.90 a gallon and August CPI due Friday, the fuel bill is reshaping where Americans…
Inditex’s 58.7% Gross Margin Looks Brilliant. The Cost Line Tells a Different Story.
Record first-half sales could not mask operating expense creep.
SoftBank Is Borrowing From Japanese Households for OpenAI
A record ¥1 trillion retail bond at 4.75% shows how Son is funding a giant AI bet.
British Gilts at 28-Year Highs. Collecting or Caught?
A near-6% yield on 30-year gilts looks tempting in the U.S., but the October 28 Budget and sticky inflation complicate…
Palantir’s Revenue Nearly Doubled. Now the Price Has to Catch Up.
A 93% revenue surge and a PwC deal cement Palantir’s commercial AI position, but a forward multiple above 110x still…
GPT-6 Astra Reset the Price of a Memory Order. Seoul Paid.
KRW 5.2T went into the Kospi while New York slept. Was it a new demand cycle or a holiday chase…