Qualcomm’s Amazon deal could involve up to $60 billion of purchases and gives Amazon warrants for up to 25 million QCOM shares. The real question is whether custom AI silicon
The Trade Desk is leaving the S&P 500 just days after announcing a 15% workforce reduction. Q2 revenue grew only 3%, Q3 guidance points to a decline, and margins are
Bloom Energy is joining the S&P 500 after Q2 revenue surged 166%. Oracle has agreed to procure up to 2.8 GW, while Brookfield expanded its financing framework to $25 billion.
Copper has surged above $14,500 per metric ton even as some forecasts still show a refined-market surplus. The paradox makes sense once you separate mine supply, regional inventories, U.S. tariff
Brent crude is back near $100 after attacks on Saudi energy infrastructure and renewed supply fears around Hormuz. The real market risk is not just higher oil — it is
Tesla has commercially deployed Cybercab in Austin and NHTSA has already opened a compliance audit. Q2 revenue jumped 26%, but R&D and capex are surging. The next Tesla debate is
The ECB raised all three key rates by 25 basis points on September 10. The deposit rate is now 2.50%, and the new inflation path keeps further tightening risk alive.
Gold is trading near record levels as central banks keep buying, sovereign debt costs rise and investors seek diversification. We examine the structural drivers, real-yield risks and realistic 2026 scenarios.
US PPI for August 2026 rose 0.4% month over month and 5.4% year over year. Here is the actual-versus-forecast breakdown and the market impact.
Markets now price roughly a 90% chance of a 25-bp Fed hike on September 16 after August CPI. Here is what matters for stocks, bonds, the dollar and the dot
