The stock market's winners just had their worst month in 40 years... but JPMorgan's Lakos-Bujas still sees S&P 8,000...

Communities remain reluctant to welcome data centres without clear assurances of the benefits, and moratoriums continue to crop up, further complicating the US effort to win the AI war against China., But what does “winning” even mean?

Instead, "The economic pressure on Iran is going to get even worse"...

The Nvidia story may have started with Jensen Huang’s affair... we're not convinced that’s where it ends...

Five weeks ago the whisper was $2 trillion. This morning Anthropic filed at $70-$78 a share, and $160 billion of the headline valuation is stock that hasn't been granted to anyone yet. The valuation: either $1.0 trillion or $1.4 trillion, depending on the small print...

Customers have allegedly been forced to pay tens of millions of dollars in hidden fees...

Moor is not likely to be alone...

Tuesday's result was a stunning defeat, and there are multiple reasons for it...

... this was "an iOS-level issue, not unique to Binance."

Energy supportive, rates supportive, credit resilient, positioning "shell shocked": Goldman's Delta One head says one (CPI) print stands between hedge funds and a year-end chase, with SPX December upside back to 13 vol...

Significantly, the Russian & Ukrainian negotiators are finally in the same room.

A bill that slams shut the courthouse door on sue-and-delay tactics and makes data centers pay their own way...

First the bombers left Fairford. Now the tankers are leaving Mildenhall, and nobody will say what the threat is...

“I’m not surprised to see interest rate expectations being priced up with what we see as sticky inflation in the US. That brings the focus to today’s CPI.”

The BLS never collected October 2025 prices. A year later that hole is inflating the one number standing between Warsh and a December hike.

One of the strongest indicators of easing fuel-market tightness is the narrowing of gasoline and diesel crack spreads.

"[That] does not feel very 'speedy' to the Kirk family," the attorney said...