Category: Business

Washington is refunding more in tariffs than it collects. Gold is a quiet beneficiary.

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.

A White House removal letter and a hawkish rate warning landed the same week. The market shrugged. It probably shouldn’t.

Institutions and retail saw the same SpaceX earnings, and reached opposite conclusions. The lockup calendar will test who is wrong.

Record equities revenue, a $4T wealth franchise, and a 107% run in 16 months. The debate has shifted from whether Goldman can perform to whether the market has already paid for it.

The debate is not bull vs. bear. It is which numbers to watch, and right now, most of them are flashing green.

Q2 earnings hit Tuesday. One segment number decides everything.

Cloud infrastructure grew 93%. Revenue is guided to $90B. The stock trades at about 14 times forward earnings. So what is the market actually afraid of?

Options price a nearly 7% implied move — and Meta has outrun that in 6 of its last 8 reports.

Oil is up 20% this month. The Fed meets Tuesday. The data does not tell the whole story.