Europe’s low-AI buffer lasted two days before every sector turned red, raising a harder question about where genuine diversification lives.
Figma’s IPO Made It a $68B Company. Now It’s $11B.
With Q3 earnings due tonight and Anthropic preparing to list near $2T, Figma’s collapse from debut-day euphoria is a lesson…
Amazon’s $80 Billion Loan Puts Lenders Ahead of You
A secured facility shows how AWS funds its build-out, and what stockholders now stand behind.
Bitcoin Fell to $77K. The ETF Outflow Tells You Why.
A single session drained $643 million from US spot bitcoin funds, reversing four days of inflows as crypto sold off…
OPay’s Withdrawn IPO Is a Warning About Chasing New Issues
A deal priced, a bell rung, and $304 million pulled before a single share traded. The IPO window just gave…
Tuesday’s Vote Looks Too Calm. Here Is the Weekend Plan.
Kalshi gives Democrats about a 91% shot at the House. But 70 contested districts and a three-day settlement gap make…
Marvell Lost $33 a Share on a Deal Nobody Has Signed Yet
The 13% MRVL selloff is less about lasers and more about what the buy side will no longer tolerate at…
Nvidia’s Demand Story Gets Harder to Dismiss After SpaceX’s $40 Billion Bet
While credit markets shut off for AI-only borrowers, SpaceX locked in Q1-Q2 2027 GPU deliveries, and that distinction matters for…
Robert Half Is Up 22%. The Hard Part Starts Now.
Talent Solutions posted its first growth since 2022. After a 22% jump, the real question is what comes next.
Nucor Reports Soon. Steel Prices Are Up 52%. EPS Could Triple.
Q3 guidance is $5.55 to $5.65 per share vs. $2.63 a year ago. Is the run already priced in?