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Microsoft’s 0 Billion Stock Surge and Zoox’s Approval Put AI Investment to the Payoff Test

Microsoft’s $450 Billion Stock Surge and Zoox’s Approval Put AI Investment to the Payoff Test

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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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CXMT IPO Debut: China’s Memory Champion Gained 466% on a 6.7% Float. Here’s What That Actually Prices In

CXMT IPO Debut: China’s Memory Champion Gained 466% on a 6.7% Float. Here’s What That Actually Prices In

Microsoft’s AI Payoff Widens the Gap With Meta as Big Tech Faces a Harder Return Test

Microsoft’s AI Payoff Widens the Gap With Meta as Big Tech Faces a Harder Return Test

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

Apple Q3 2026 Earnings Beat Expectations, but Supply Constraints and Slower Services Growth Cloud the Outlook

Apple Q3 2026 Earnings Beat Expectations, but Supply Constraints and Slower Services Growth Cloud the Outlook

Bitcoin’s 2026 Outlook: Fed Risk, the CLARITY Act, Quantum Security and the Shift to 24/7 Markets

Bitcoin’s 2026 Outlook: Fed Risk, the CLARITY Act, Quantum Security and the Shift to 24/7 Markets

Oil’s 9% Plunge Was a Warning, Not an All-Clear: What the U.S.–Iran Pause Means for Inflation, the Fed and Markets

Oil’s 9% Plunge Was a Warning, Not an All-Clear: What the U.S.–Iran Pause Means for Inflation, the Fed and Markets

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