The rally finally hit a wall in the bond market Wall Street gave back ground on Friday as rising yields and renewed inflation concerns pulled investors out of risk assets. The Nasdaq dropped 1.4%, the S&P 500 fell 1.1%, and
Cerebras came public with real heat Cerebras gave the market exactly the kind of IPO signal AI bulls wanted. After surging in its public debut on Thursday, the stock pulled back in early trading Friday, but the bigger takeaway did
The market is no longer trading hope, it is trading shortage Oil moved higher again because the market is running out of reasons to expect quick relief. The core issue has not changed. The Strait of Hormuz remains effectively shut,
Rare earths are back at the center of the US-China economic fight Rare earths are likely to be one of the most important strategic topics hanging over the latest Trump-Xi discussions, and for good reason. These materials sit inside some
Cuba’s energy crisis has moved from shortage to outright depletion Cuba’s fuel situation has deteriorated into a full-blown energy emergency. According to Cuban Energy Minister Vicente de la O Levy, the island has run out of both fuel oil and
Approved on paper, frozen in practice Nvidia’s China story just became more complicated again. According to Reuters, the US has approved around 10 Chinese firms to purchase Nvidia’s H200, the company’s second-most powerful AI chip, including major names such as
A carefully staged opening puts business at the center The first day of President Trump’s visit to China opened with a highly choreographed show of warmth toward American business leaders. At the Great Hall of the People, Xi Jinping welcomed
Why quantum deserves a closer look now The reason quantum is getting more interesting is not because the technology is suddenly mature. It is because the sector is finally starting to separate into three buckets: companies with actual customer traction,
Hot wholesale inflation gave markets another reason to pause US stocks opened mixed on Wednesday as investors digested a hotter-than-expected producer inflation print and tried to assess what it means for rates, margins, and the broader inflation path. The Dow
Copper has become the market’s clearest AI metal The market has already made one thing pretty clear: copper is no longer trading like just another cyclical industrial metal. Reuters reported earlier this year that copper’s rally has been driven by
The rally finally hit a wall in the bond market Wall Street gave back ground
Cerebras came public with real heat Cerebras gave the market exactly the kind of IPO
The market is no longer trading hope, it is trading shortage Oil moved higher again
Rare earths are back at the center of the US-China economic fight Rare earths are
Cuba’s energy crisis has moved from shortage to outright depletion Cuba’s fuel situation has deteriorated
Approved on paper, frozen in practice Nvidia’s China story just became more complicated again. According
A carefully staged opening puts business at the center The first day of President Trump’s
Why quantum deserves a closer look now The reason quantum is getting more interesting is
Hot wholesale inflation gave markets another reason to pause US stocks opened mixed on Wednesday
Copper has become the market’s clearest AI metal The market has already made one thing
