Stocks
Four Weeks Down. No Floor in Sight.
The S&P 500 closed below its 200-day moving average for the first time since May. Four losing weeks. Dip buyers gone. The war hasn't given the market a floor yet.
Stocks
A Jury Just Told the World’s Richest Man That His Tweets Have Consequences. The Fine Won’t Matter. The Precedent Will.
A jury found Elon Musk liable for misleading Twitter investors in 2022. Damages could reach $2.6 billion. His net worth is $661 billion. The precedent matters more.
Stocks
The S&P Hit a 2026 Low. The Equal-Weight Version Is Up 3%. Those Are Two Very Different Stories.
S&P 500 hit a 2026 low at 6,632. Adobe lost 8.85% after its CEO of 18 years resigned. But the equal-weight S&P is up 3% YTD. Here's what's actually moving.
Stocks
Oil at $80, Hormuz Shut, and the Only Currency That Doesn’t Care Is the One That Started It.
The US launched the strikes. The dollar is the biggest winner. EUR/USD pierced 1.16, USD/JPY hit 158, and the SNB is talking negative rates. The 2022 playbook.
Stocks
Trump Bans Anthropic From All Federal Systems as Pentagon Brands AI Firm a National Security Risk
Trump orders all US agencies to drop Anthropic and Hegseth brands it a supply-chain risk after the AI firm refuses to lift Pentagon weapons safeguards.
Stocks
Duolingo Just Torched Its Own Margins. Wall Street Didn’t Take It Well.
Meta description: Duolingo crashes 22% after pivoting from monetisation to user growth — targeting 100M DAUs by 2028 but guiding bookings 7% below consensus.
Stocks
Anthropic Just Called the Pentagon’s Bluff. The Deadline Is Today.
Anthropic rejects Pentagon's final offer before Friday 5:01pm deadline — Amodei won't allow Claude for mass surveillance or autonomous weapons.
Stocks
El Mencho Is Dead. Now the Real Risk for Mexico’s Markets Begins.
El Mencho's killing sparks cartel retaliation across Mexico, rattling the peso, disrupting freight and tourism, and raising succession-crisis risk for investors.
Stocks
OpenAI Enlists McKinsey, Accenture, BCG, and Capgemini in Multiyear Frontier Alliance and SaaS Stocks Are Feeling the Pressure
OpenAI signs multiyear Frontier Alliance deals with McKinsey, BCG, Accenture, and Capgemini as SaaS stocks crater amid AI agent disruption fears.
Stocks
Ford Took Its Biggest Write-Down Since 2008 and the Stock Rallied Anyway
Ford took a $19.5B EV write-down and posted its worst GAAP loss since 2008 — yet shares rallied on $8-10B EBIT guidance and a $30K electric pickup bet for 2027.
