Microsoft Put a Dollar Figure on Azure. Now the Cloud Race Looks Different.
At $29.4bn a quarter, Azure is bigger than many modeled, and still smaller than AWS. That gap is the new argument.
Category: Business
Congress Cleared the Shutdown. Dec. 11 Is the New Risk.
The 370-48 House vote removes the Sept. 30 cliff, keeps the data calendar intact, and hands traders a fresh deadline to watch.
Chicago PMI Fell Off a Cliff. Today’s ISM Will Show If It Spread.
Chicago’s barometer fell 10.5 points to 47.1 as markets look for an ISM of 55.2, and the Fed decides rates in 15 days.
Booz Allen’s $720M Software Bet Lands on Schedule
The Ultra I&C deal closed Monday. Whether it lifts FY27 depends on how fast OT cyber spending accelerates after the multistate water-utility attacks.
The September Countdown Is Already Priced Wrong
Freeport restarts this week, EU storage is still below normal, and the Russian LNG cutoff clock is running. The TTF-to-Henry-Hub spread is the clearest trade in energy right now.
The Houston Signing Is Just the Entry Fee
Independent US producers are inking PDVSA deals tonight. The upgrader problem, the rig shortage, and a 93-rig gap explain why the real bet starts tomorrow.
DE Is Up 32%. The FY2027 Order Gap Is the Risk.
Deere reports Q3 Thursday. The EPS beat is largely priced in. The end-of-period order signal decides everything.
The AI Killshot That Is Actually Saving Office REITs
The crowd shorted offices because of AI. AI firms are now the biggest tenants.
The $100B Refund Most Investors Ignore
Washington is refunding more in tariffs than it collects. Gold is a quiet beneficiary.
Nvidia Just Turned GPUs Into Collateral
A $500 billion financing consortium reframes AI compute as infrastructure debt. The real debate is whether chips can hold their value long enough to repay it.