AWS signed. The stock is down 59%. The backlog is $638B. One of these is wrong.
Category: Politics
SPCX Is Down Today. November Is the Real Test.
Today's unlock is small. November's 1.3B-share Q3 tranche is the stress test that matters.
Warsh Says 2%. The 30-Year Says Prove It.
The Fed holds for a fifth straight meeting. The long end of the curve is running its own policy.
Sony Is Going Fab-Light. TSMC Is the Reason.
A planned Kumamoto JV shifts Sony’s sensor model, and physical AI is the prize.
Lumentum Just Doubled Its Revenue. It Still Can’t Ship Fast Enough.
A 109% revenue surge and Q1 guidance 8% above consensus are the headline. The 30%+ supply gap underneath is the…
Bessent Says the K-Shape Is Dead. The Data Disagrees.
The Treasury Secretary declared the income divide over on CNBC. Atlanta Fed wage data, Moody's spending figures, and a bifurcated…
Two Headlines Just Flipped the Monday Open
Middle East diplomacy and $400B pharma talks are reshaping where money moves today.
The Insurance Market Already Priced a 2027 Reopening
Trump gave no timeline at Camp David. The war-risk market gave one instead, and it runs through next year.
LVMH Lost 70 Million Customers
The stock is still down 29% from its peak. H1 results beat a low bar. The real problem runs deeper.
Boston Scientific Is Down 60% From Its High. July 29 Is the Test.
The business kept growing. The stock did not follow.