Micron just hit a level that would have sounded absurd not long ago Micron briefly pushed through the market cap level that would value the company at $1 trillion, a milestone that says as much about the market’s changing view
Oil finally cracked as markets leaned into a diplomatic breakthrough Crude prices fell hard Monday, with both Brent and WTI dropping below the psychologically important $100 level as traders reacted to signs that Washington and Tehran may be moving closer
The AI trade may be about to get even more concentrated The artificial intelligence trade is already dominating the market, but the next phase could make that concentration even more extreme. According to Bank of America’s Michael Hartnett, adding IPOs
The bond market is sending a clear message Once again, the Treasury market is doing what it often does best: forcing the macro debate forward before the Fed says it out loud. The signal right now is not subtle. The
The strongest part of tech right now is not chips The bull market still leans heavily on semiconductors, but in May the leadership baton has shifted. This month, cybersecurity stocks have outperformed both the broader software group and the semiconductor
Washington just gave quantum computing a major endorsement The Trump administration’s decision to take $2 billion in equity stakes across nine quantum companies is one of the clearest signs yet that quantum computing is no longer being treated like a
Iran doubts quickly reversed the market’s brief optimism The dollar moved higher after fresh signs that a deal with Iran may not be as close as markets hoped. The shift came after Iran’s Supreme Leader reportedly made clear that the
The filing makes one thing clear: SpaceX wants to be valued as more than a space company SpaceX may still be best known for rockets and Starlink, but its IPO filing shows the company is trying to tell a much
Oil finally got the headline it was waiting for Oil sold off hard on Wednesday after the market got two things it had been desperate to see: stronger language from Trump on a possible Iran deal, and visible signs that
Google is turning Search into an AI operating layer Google just made one of its clearest strategic moves of the AI era. At its annual Google I/O event, the company unveiled what it described as the biggest update to Search
Micron just hit a level that would have sounded absurd not long ago Micron briefly
Oil finally cracked as markets leaned into a diplomatic breakthrough Crude prices fell hard Monday,
The AI trade may be about to get even more concentrated The artificial intelligence trade
The bond market is sending a clear message Once again, the Treasury market is doing
The strongest part of tech right now is not chips The bull market still leans
Washington just gave quantum computing a major endorsement The Trump administration’s decision to take $2
Iran doubts quickly reversed the market’s brief optimism The dollar moved higher after fresh signs
The filing makes one thing clear: SpaceX wants to be valued as more than a
Oil finally got the headline it was waiting for Oil sold off hard on Wednesday
Google is turning Search into an AI operating layer Google just made one of its
