Gold above $4,600, U.S. debt at $40 trillion, and a 19-year yield high are shifting the sector’s valuation floor.
Category: Politics
The $65B Number Is About to Meet an Auditor
The public S-1 could land this month. How much ARR survives GAAP scrutiny?
Baidu’s GPU Cloud Is Up 283%. The Ad Engine Is Still Bleeding.
Q2 2026 shows AI infra surging, but ads keep shrinking.
The Pause Is Not the Deal
Three days, $880 billion in bilateral trade, and a 96-year-old legal weapon nobody has ever fired. Here is what the…
$4 Gas in Mid-August. It Has Never Happened Before.
The refiner trade is the cheapest seat at the most expensive pump in recorded history.
LEVI Just Filed an 8-K. The Real Story Is UNC6671.
Three employees, dozens of targeted organizations, and a threat group that faked its own retirement. The vishing wave reshaping corporate…
Cook Just Moved the September Hike Odds. August 12 Is the Next Vote.
Fed Governor Lisa Cook's Anchorage speech closes the window on patience. The July CPI reading, due August 12, now decides…
AMD Is Up 121% This Year. A Beat Tonight Won’t Be Enough.
The Q2 number is almost beside the point. The H2 ramp is what decides everything.
The $64B Unlock Nobody Is Watching
A July 1 capital rule shift gives community banks room to lend.
Trade Desk Is Down 76%. August 6 Is the Reset.
The worst is likely in the price. The Kokai bet and CTV tailwinds are not.