Piling Up Cash as I Brace for the Storm
As we await the Anthropic IPO, the Fed and the possibility of renewed Iran fighting, I’m taking the path of Buffett.
India Readies for Largest-Ever IPO
Jio Platforms, backed by Meta and Google, is due to list on Wednesday. Here’s what to watch in the offering.
Meta and Broadcom-Anthropic Financing Deals: 8 Key Items Shaping the Stock Market Tuesday
Earnings from Boeing and Welltower, prepping for Paccar’s results plus other headlines moving the market this morning.
Anthropic Rocks Wall Street
The market parties on Anthropic filing (as company warns it might need more cash, and signals AI may take coding jobs and have catastrophic risks to mankind).
AWS Sells Out of Capacity Into 2028: 8 Key Items Shaping the Stock Market Monday
Big AI and data center focused earnings, SpaceX’s $40 billion capital raise, and other headlines moving the market this morning.
SpaceX’s Super-Sized AI Capacity Plans: 8 Key Items Shaping the Stock Market Wednesday
Super Micro Computer crushes expectations while United Airlines and Alaska Airlines confirm energy input concerns. Those and other headlines are moving the market this morning.
Why a Little-Known Korean Company Is Sending Markets South
Elice differs from the likes of CoreWeave even as its shares descend 32.0% on IPO day.
Warsh Remains Tight Lipped and the Market Likes That: 8 Key Items Shaping the Stock Market Friday
Netflix exec choice raises more questions, Anthropic’s shifting IPO valuation, and other headlines moving the market this morning.
Bonds Are the New Safe Haven as Money Rotates Out of Tech
TSMC beat and still fell, a giant AI offering is coming, and the market wants to know what AI growth costs.
Goldman Beats, JPMorgan Misses: 8 Key Items Shaping the Stock Market Tuesday
Domino’s weak comp sales, Applied Materials sees its top-line doubling, and other headlines moving the market this morning.