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HomeTag: software stocks

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Palantir Q2 2026 Earnings: Why PLTR Surged 29.5%

Palantir Q2 2026 Earnings: Why PLTR Surged 29.5%

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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

AI Capex Boom: OpenAI and Anthropic Concentration Risk

AI Capex Boom: OpenAI and Anthropic Concentration Risk

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

CLARITY Act Stalls as SEC and CFTC Press Ahead

CLARITY Act Stalls as SEC and CFTC Press Ahead

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

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Apple AI Strategy: Is Low Capex Really Winning?

Apple AI Strategy: Is Low Capex Really Winning?

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

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

Big Tech Hidden Debt: What the .65 Trillion Means

Big Tech Hidden Debt: What the $1.65 Trillion Means

AI Cloud Spending: Microsoft, Amazon and Alphabet Win

AI Cloud Spending: Microsoft, Amazon and Alphabet Win

Mike Wilson’s S&P 500 8,000 Forecast: Why Morgan Stanley Says the Market Is Rotating Toward Quality

Mike Wilson’s S&P 500 8,000 Forecast: Why Morgan Stanley Says the Market Is Rotating Toward Quality

Iran Missile Attack Sends Oil Prices Higher as Hormuz Risk Returns

Iran Missile Attack Sends Oil Prices Higher as Hormuz Risk Returns

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