Consumer Confidence Is 2.8 Points From Its Record Low. The Number to Watch Is Not the Headline.
Michigan's Oct. preliminary sentiment hits at 10:00am ET. With year-ahead inflation expectations at 4.6% and gas at $4.36 a gallon,…
Commodities
Applied Digital Has $6.26B in Debt and Only 250 MW Live
Revenue jumped to $341.9 million, but live megawatts are the test.
AMD Hit $1 Trillion. The World Labs Bet Explains Why That’s Not the Peak.
Data center revenue doubled in Q2. A $8.2B deal adds Fei-Fei Li, with Q3 earnings expected Nov. 3.
Toyota Grew Sales 8.4% in September. Who Paid?
Incentives hit 6.9% of sticker. Not every automaker needed them.
Dell’s $95 Billion AI Backlog: The Good News Is Priced In
DELL is up about 359% this year. Morgan Stanley raised its bull case to $756. The stock trades above the…
Meta Near $2 Trillion Has a Security Problem Traders Cannot Ignore
Muse security flaw and spending math pulled Meta down 3.4% Friday, and $750 is the level that matters now.
Gold Is Up 25% and Goldman Wants You to Buy More
With the 10-year near 5% and Goldman calling $4,900, how much gold does a disciplined portfolio actually need?
Google’s Biggest Moat Was the First Screen You See
The CMA's annual re-prompt puts ChatGPT and Perplexity on Google's choice screen, and that changes how Alphabet's dominance actually works.
Viking’s Obesity Drug Can Work on a Monthly Schedule
Tuesday’s data didn’t just show weight loss. It showed weight loss you don’t have to chase every week.
The AfD Keeps Winning in Germany. Here Is What Traders Must Price In.
With Merz calling Sunday's CDU result a 'disaster' and the AfD now winning back-to-back state elections, German equities and Bunds…