Anthropic’s $2 Trillion Question Lands at the Worst Possible Moment
With a mid-October IPO window closing in on election week, the gap between private ambition and public-market reality is about…
Top News
Your Electricity Bill Is Already Part of the AI Data Center Fight
The local revolts blocking $130 billion in data center projects are really an argument over who pays for the power…
JPMorgan Just Blinked. Goldman Is Holding the Other Side.
With hike odds near 60% and the 10-year around 4.75%, JPMorgan went cautious Monday. Goldman says that caution is misplaced.
New EVs Stall. Used EVs Surge. Same Buyer.
The tax credit cliff didn’t kill EV demand. It redirected it, and the split tells traders where the real market…
The Grid Can’t Keep Up With AI
PJM’s third straight auction at the price cap is locking in a decade-long tailwind for owners of dispatchable power.
Google’s Price War Hits Snowflake’s Meter
Wednesday’s Q2 report tests whether consumption-billed AI workloads can expand faster than Google cuts the cost of running them.
Branded Checkout, Braintree, Venmo: Lores Owns the Math
The $60.50-per-share floor is gone. PayPal’s three businesses must prove their worth on their own.
MRNA Went from $63 to $174 in a Day. Now Comes the Real Trade.
The Phase 3 melanoma win validated the mRNA oncology platform. The FDA submission and a pipeline of other cancer trials…
Component Monopolists vs. Boom Renters: Who Keeps the Money
Nvidia’s $108B guide is a cost signal as much as a revenue one. The question is which suppliers can actually…
Broadcom’s $100B Moment Is 11 Weeks Away
The custom silicon king reports September 2. Two engines are running. One number decides everything.