Oracle Just Partnered With Its Biggest Rival
AWS signed. The stock is down 59%. The backlog is $638B. One of these is wrong.
The Unloved Sector Just Beat Chips
Healthcare has outrun SOXX since June. The flows have barely started.
Micron’s CEO Just Called Time on the Boom-Bust Clock
A $10 billion research lab, a 50% supply shortfall, and a forward P/E of 6.76 are telling three different parts…
Cheaper AI Tokens Are Nvidia’s Best Growth Catalyst
The Jevons Paradox is alive in the GPU market. Falling token prices expand the addressable universe of AI workloads, and…
The Primary Market Machine Is Running at Full Speed
A record-pace bond issuance cycle and a transformed IPO access model are rewriting what retail investors can actually do in…
Cerebras CS-4 Claims 30x Speed. Now Talk Margin.
The speed claims may hold. The margin path and customer concentration are what investors are debating.
MRNA Doubled on Data Nobody Has Seen Yet
INTerpath-001 topline moved the stock 177% in one day. Hazard ratios, p-values, and survival curves were not released.
The Feedback Loop Bonds Cannot Escape
BofA's Hartnett says the debt-service spiral is the real threat, not the round number.
Warsh Says 2%. The 30-Year Says Prove It.
The Fed holds for a fifth straight meeting. The long end of the curve is running its own policy.
The Pause Is Not the Deal
Three days, $880 billion in bilateral trade, and a 96-year-old legal weapon nobody has ever fired. Here is what the…