Finance

Big Tech Spent a Trillion Dollars and the Market Graded Every Receipt

All five giants reported inside one week. Microsoft and Amazon got rewarded for spending. Meta got taken to the woodshed for it. Same capex bill…

Aug 3

Microsoft Spent Billions on AI and Got a 15% Standing Ovation. Meta Did the Same and Got Booed.

Last week the market punished every company that opened its AI wallet. This week it decided the wallet was fine, as long as you could show the receipt.

Jul 31

The Whole Market Is Holding Its Breath Until 2 PM… Then It Does It Again at 4

The Fed steps up at 2 PM. Microsoft and Meta take the stage after the bell. By the time the sun sets, Wall Street may be pricing an entirely different…

Jul 29

The Back Half of the Week Broke the Capex Trade

Wall Street stopped rewarding AI spending and started demanding receipts. Now the biggest week of earnings is here to find out who actually has them.

Jul 27

Google Spent $44.9 Billion in Ninety Days and Wall Street Still Wanted More

The cloud grew 82%, free cash flow went negative, and the market shrugged at both.

Jul 23

This Week: AI on Trial

Chips entered a bear market, Netflix got punished for a good quarter, and the next four days may decide whether Wall Street just overreacted, or finally…

Jul 20

The AI Trade Just Got Repriced

Chinese AI shook the chip trade, Netflix reminded Wall Street that “good” isn’t always good enough, and investors quietly rotated into the parts of the…

Jul 17

Costco Grew 10.6% and Got Sold Anyway. Micron Announced $250 Billion and Barely Moved.

Last week’s winners and losers made no sense until you looked at the fine print. This week, the banks and TSMC decide if any of it holds.

Jul 14

AI’s New King Just Rang the Bell

SK Hynix’s record-breaking U.S. debut stole the spotlight, but the market’s dashboard is flashing a few warning lights.

Jul 10

Markets Hit the Brakes as Oil Steals the Spotlight

Wall Street sprinted to new highs… then remembered geopolitics still exists.

Jul 8

Meta Just Changed the AI Game

One Bloomberg headline added $130 billion to Meta—and erased billions from the companies renting it computers.

Jul 6

Wall Street Cheered a Bad Jobs Report and Nobody Blinked

Chip stocks got wrecked, Meta found a way to monetize its AI spending, and markets head into the Fourth of July with a very different story than they…

Jul 2

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