The model is not the moat. IBM's Consulting Advantage platform is the real strategic bet, and the OpenAI deal is…
The Dollar Just Broke Down. Q3 Earnings Win.
Today’s retail sales shock dents the September hike case and hands large-cap multinationals an earnings tailwind Wall Street hasn’t fully…
The AI Killshot That Is Actually Saving Office REITs
The crowd shorted offices because of AI. AI firms are now the biggest tenants.
Google’s AI Reshuffle Is a TPU War
The Hassabis shift and the Dean exit are symptoms. The chip allocation fight is the disease.
TeraFab Wants 400 EUV Machines. ASML Ships 48.
The biggest building plan on Earth hits a constraint that money cannot speed up.
WDAY Jumped 21%. The Deal Is Not Done.
Silver Lake’s reported pursuit of Workday is less about one company and more about whether private equity has decided the…
OpenAI Hit $40B. Now Price the Loss.
The doubling is real. So is the loss it will take to get there.
The Best Earnings Season Since 2008 Is Now the Problem
A record Q2 beat rate has raised the bar so high that even a strong H2 may disappoint.
$963B in Interest. The Japan Risk Nobody Is Pricing.
The CBO's August update just raised the debt-service alarm. The 30-year auction Thursday is where the real stress test begins.
Iran Just Set a 2029 Clock. MPC Is the Trade.
An Iranian adviser signaled the Hormuz standoff may last into 2029. Marathon Petroleum just posted $17.73 in adjusted EPS. The…