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Amazon Q2 2026 Earnings: AWS Acceleration Makes the 0 Billion AI Bet Easier to Defend

Amazon Q2 2026 Earnings: AWS Acceleration Makes the $220 Billion AI Bet Easier to Defend

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Kevin Warsh’s First Big Fed Test: Why a 9-3 Rate Hold Sent Long-Term Yields Surging

Kevin Warsh’s First Big Fed Test: Why a 9-3 Rate Hold Sent Long-Term Yields Surging

Fed Holds Rates as Oil Surges and AI Chip Stocks Crack: Inside July 29’s Market Shock

Fed Holds Rates as Oil Surges and AI Chip Stocks Crack: Inside July 29’s Market Shock

A July 2026 Fed Rate Hike Is Suddenly Live — Just as Markets Stop Rewarding Big Tech’s Good News

A July 2026 Fed Rate Hike Is Suddenly Live — Just as Markets Stop Rewarding Big Tech’s Good News

Fanatics Prediction Market Deal With BGC: Why Owning the Exchange Changes the Bet

Fanatics Prediction Market Deal With BGC: Why Owning the Exchange Changes the Bet

Federal Reserve Interest Rate Decision: Rates Held at 3.5%–3.75% as Three Officials Push for a Hike

Federal Reserve Interest Rate Decision: Rates Held at 3.5%–3.75% as Three Officials Push for a Hike

Chip Stock Selloff Deepens as China’s Lithography Breakthrough and Nvidia’s 0 Billion Deal Push Test the AI Trade

Chip Stock Selloff Deepens as China’s Lithography Breakthrough and Nvidia’s $750 Billion Deal Push Test the AI Trade

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One Memory Chip Shortage, Two Opposite Quarters: Inside Amazon’s 37% AWS Surge, Apple’s “100-Year Flood,” and the Day Korean Chip Stocks Snapped Back

One Memory Chip Shortage, Two Opposite Quarters: Inside Amazon’s 37% AWS Surge, Apple’s “100-Year Flood,” and the Day Korean Chip Stocks Snapped Back

Nvidia’s Reported 0 Billion OpenAI Backstop: Inside the Ohio AI Data Center Financing Plan

Nvidia’s Reported $250 Billion OpenAI Backstop: Inside the Ohio AI Data Center Financing Plan

Federal Reserve Holds Rates at 3.5%–3.75% as Three Officials Push for a Hike

Federal Reserve Holds Rates at 3.5%–3.75% as Three Officials Push for a Hike

Microsoft Soars, Meta Falls as Warsh’s Fed Reprices the AI Trade

Microsoft Soars, Meta Falls as Warsh’s Fed Reprices the AI Trade

Why Oil Prices Stayed Below 0 During the U.S.-Iran War

Why Oil Prices Stayed Below $150 During the U.S.-Iran War

The AI Capex Monetization Test: Why Big Tech’s Busiest Earnings Week Matters More Than the Fed

The AI Capex Monetization Test: Why Big Tech’s Busiest Earnings Week Matters More Than the Fed

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