Politics

The Hassabis shift and the Dean exit are symptoms. The chip allocation fight is the disease.

July CPI hit 3.4% as hiring turned negative. The Fed hold case is now the consensus trade.

The CBO’s August update just raised the debt-service alarm. The 30-year auction Thursday is where the real stress test begins.

A 15.8% surge Friday turned SpaceX’s feared week into a short-seller rout. The real question is what comes next.

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.

UBS mapped three conditions for gold’s next leg. Friday’s payrolls report just satisfied the most important one.

Revenue beat, free cash flow missed. Three catalysts now decide everything.

AZN-BMY merger talks just split the healthcare trade.

Apple’s chip squeeze is a $725B capex story. The winners are not who most investors are watching.

The market sold the headline miss. The portfolio story matters more.