$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.
DayOne Files for $5B IPO. Now What?
A confidential SEC filing targets next quarter. The company was engineered specifically for this moment, and the market just told it how hard that pitch is.
66 Jurisdictions Cleared. One Courtroom Holds the Deal.
The UK cleared Paramount’s WBD deal. The ticking fee that starts October 1 is the only number that matters now.
SPCX Had Its Best Day Ever. Bears Paid For It.
A 15.8% surge Friday turned SpaceX’s feared week into a short-seller rout. The real question is what comes next.
The ROIC Question Is Finally Getting Answered
JPMorgan’s latest target raise is about backlogs converting into recognized revenue.
Toast Is Down 47% From Its High. The Google Deal Changes the Math.
A record 9,500 locations added, ARR at $2.4 billion, and an agentic ordering protocol co-built with Google. The stock still prices in a POS company.
Uber Is Down 26% From Its High. The AI Efficiency Flip Is the Real Story.
Uber says it quadrupled AI usage while cutting token costs. What that means for Uber’s R&D line, Anthropic’s IPO math, and enterprise AI budgets.
The Jobs Miss Just Lit the Fuse for $5,000 Gold
UBS mapped three conditions for gold’s next leg. Friday’s payrolls report just satisfied the most important one.
Five Gauges That Tell You If the AI Rally Has Legs
The debate is not bull vs. bear. It is which numbers to watch.
Five Gauges That Say the AI Rally Has Legs
The debate is not bull vs. bear. It is which numbers to watch, and right now, most of them are flashing green.