Investors are expected to focus on directional commentary on visibility into 2027, non-traditional customer demand trends, competitive dynamics, and China business trends. Attention will also be geared towards guidance/commentary around Blackwell & Rubin. 

You Don’t Short Boring Markets.

Group says it doesn't plan to intervene, while Israel issues own warnings...

Bye Felicia...

"The vessel, registered in Florida, United States, with registration number FL7726SH..."

Additionally, all day orders and GTDs with today’s date will be cancelled...

RSI 89. Korea Getting Frothy?

While no single downside risk would bring the economy into recessionary territory unless the shock were very large, the simultaneous materialization of multiple risks could pose more substantial growth headwinds...

It's not just Trump who is stacking his central bank with uber-doves...

Overall, this was a subpar auction, with a surprisingly big tail and sliding bid to cover, yet it could have been far worse if foreign bidders did not show up. Luckily, they did, and prevented a much worse outcome.

Markets are trying to get past a report on how devastating AI could be for employment. There are push-backs: it ignores resource constraints and Schumpeterian creative destruction, and echoes Marx’s Tendency for the Rate of Profits to Fall.

...aaaand he's gone.

Ethereum Foundation’s move to stake its own ETH, using minority clients and distributed infrastructure, throws fresh focus on how Ethereum’s staking landscape is evolving...

Words literally issued by the Foreign Ministry several hours prior...

“We’re on the Titanic, and we see the iceberg...”

Time to rotate into oil?

Like most narratives, the SaaSpocalypse has some truth and some falsehoods. There is also a large degree of speculation buried within it...

The Virginia governor said the president is not making life affordable or keeping Americans safe...