Nike Is Repeating Its Worst Mistake
Today Nike hit a fresh 52-week low. The stock closed below $40, a level it...
BABA Reports Thursday. The Qwen Monetization Flip Is the Test.
Cloud growth could approach 45%. The question is whether Alibaba can convert AI spending into earnings.
Trump Threatens Oman and the Last Off-Ramp
August 17, 2026 Trump Threatens Oman and the Last Off-Ramp Threatening Oman does not reopen...
The Dollar Just Broke Down. Q3 Earnings Win.
Today’s retail sales shock dents the September hike case and hands large-cap multinationals an earnings tailwind Wall Street hasn’t fully…
IBM Is Building an AI Delivery OS. OpenAI Is the Latest Module.
The model is not the moat. IBM's Consulting Advantage platform is the real strategic bet, and the OpenAI deal is…
The $100B Refund Most Investors Ignore
Washington is refunding more in tariffs than it collects. Gold is a quiet beneficiary.
Iran Just Set a 2029 Clock. MPC Is the Trade.
An Iranian adviser signaled the Hormuz standoff may last into 2029. Marathon Petroleum just posted $17.73 in adjusted EPS. The…
SMCI’s Margin Doubled. That’s the Number That Matters.
A revenue miss still sent SMCI up about 10%. Gross margin rising to about 17% is rewriting the investment case.
Two Reports Just Killed the September Hike
July CPI hit 3.4% as hiring turned negative. The Fed hold case is now the consensus trade.
$963B in Interest. The Japan Risk Nobody Is Pricing.
The CBO's August update just raised the debt-service alarm. The 30-year auction Thursday is where the real stress test begins.