The 10-Year Treasury Hit 5.365%. Here Is Where the Dow Goes Next.
Fed minutes signaled another hike could come this year. Now small caps, banks, and utilities face a reckoning at multi-decade yield highs.
Economy
Tokenized Private Credit Pays 8–15%. The Catch Is Real.
Institutions are moving on-chain, but liquidity is still hard
Google Just Told Wall Street What Nuclear Is Worth
A 20-year, 890MW deal with Constellation reframes CEG, Vistra, and Talen as core AI infrastructure holdings, not yield-chasing utilities.
OpenAI Wants to Be Your Software Company, Not Just Your AI Model
Agents API puts OpenAI in the execution layer, turning software vendors from customers into competitors.
Anthropic Founders Own 14% but Would Control 50%. Will Institutions Pay for That?
A Palantir-style control plan collides with a benefit trust and a $2T IPO pitch.
Zscaler’s 9% Drop Is Selling Pressure Worth Selling Into
The CRO exit spooked traders, but the options premium that spiked on the news may be the real opportunity here.
Viking’s Obesity Drug Can Work on a Monthly Schedule
Tuesday’s data didn’t just show weight loss. It showed weight loss you don’t have to chase every week.
Nvidia Is Now the Trump Administration’s AI Policy Desk
With Jensen Huang as the president’s primary sounding board and 61% of voters opposing data centers, the policy risk that AI bulls haven’t priced is the one sitting inside the White House.
Nucor’s Selloff Is About a Miss on the Street, Not a Miss in the Business
A roughly 6% drop after guidance that still shows accelerating earnings and record shipments is a cyclical investor’s moment to pay attention.
Vital Farms Is Reportedly for Sale. At $11.70, Is the Gap Worth the Gamble?
An Axios report put a $15 to $25 buyout target on a stock near $12. Here is what the reward requires you to believe.