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…
Diesel at $5.82 Is Minting Money for Refiners and Draining It from Truckers
The diesel crack spread hit a record $108 intraday. Here is which side of that trade you want to be…
Microsoft Keeps Getting Sued Over AI. Does It Matter?
The copyright cases against OpenAI and Microsoft are growing. Here is how to think about it as an investor.
Intel Has Already Doubled. The Factory Is the Only Question Left.
Dell's 122% server revenue jump shows CPU demand is rising. Whether Intel's foundry can stop losing about $2 billion a…
Broadcom AI Revenue Tripled. The Stock Fell Anyway.
A 221% surge in AI chip sales and a path to $230B by FY2028 still drew a 5% drop.
Five Below Raised Guidance While Lululemon Sank. That Gap Is the Trade.
Five straight quarters of double-digit comps, 52 new stores, and a $600 million buyback make Five Below the clearest buy…
Palantir Fell 7% on Google’s Move, Then Bounced Back
Two days of violent swings in PLTR test one question: does Google’s defense-only cyber AI shrink Palantir’s moat, or barely…