Alphabet, Amazon, and Meta Are Spending Buybacks on Data Centers
When big index holdings lose spare cash, buybacks and dividends are at risk.
When big index holdings lose spare cash, buybacks and dividends are at risk.
A note from our friends at MarketWise(ad) Editor’s Note: With the market in turmoil, one of America’s best connected financial…
The incident puts every software vendor on notice, and Microsoft carries more exposure than its stock price reflects.
September 24, 2026 Bonus Content: The Nikkei at 66,000 Is Mostly a Yen Story. That Is the Risk. A note…
Bessent’s short Busan extension keeps pressure on China until Jan. 10.
Germany’s composite hit 53.8 and France flipped above 50, but the ECB’s rate path makes every strong number a double-edged sword.
The Meta Muse deal adds distribution, but the math only works if agentic checkout volume becomes large enough to justify a valuation that still implies high growth.
September 23, 2026 Bonus Content: Europe Is Growing Again. US PMI at 9:45 Will Decide Next A note from our…
A short squeeze cleared $648 million in bearish bets Monday, Strategy bought again, and major crypto stocks followed BTC higher.
Muse reached No. 1 about 10 days after launch. Connect 2026 starts Sept. 23.