The $812 Monthly Payment Is Telling You Something
August auto forecasts show an affordability squeeze far beyond the showroom floor.
Economy
Whose Gross Margin Pays for Cheap Tokens?
Google’s price attack on Anthropic and Microsoft shows who can cut and who bleeds.
MCK Already Compounds. This Deal Speeds It Up.
McKesson’s $2.25bn Precision deal adds clinical research heft to its fast-growing oncology segment.
APP Is Down 53%. The Business Grew 53%.
AppLovin’s stock slid in 2026 while fundamentals kept compounding. That gap is the trade.
Palantir’s Maven Moment Changes the Math
The Pentagon may be locking in multiyear dollars. The FAA headline is noise.
Netflix Is Down 41%. Ackman Bought Anyway.
A $4.7 billion buyback, a $3 billion ad business, and Ackman re-entering after a multiple reset.
Four Memory Stocks at the Center of AI’s Biggest Bottleneck
HBM is sold out. DRAM is tightening. These four companies are not equally priced for what comes next.
TeraFab Wants 400 EUV Machines. ASML Ships 48.
The biggest building plan on Earth hits a constraint that money cannot speed up.
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.
SpaceX Is Building a Wireless Carrier
The debut earnings call made the intent explicit: about 400 million US lines are now in the crosshairs.