Moody's Analytics misses the collapse in American commerce
The headlines scream "cooling inflation," and the market, naturally, swallows it whole.
By Grant Colby ·
nasdaq — Lorien Times
Wall Street celebrates Nasdaq gains, but ignores real payroll numbers
Wall Street, as usual, is having a good day—a day built on spreadsheets and narrative convenience.
By Ray Dombrowski ·
CoreWeave’s $104 billion backlog demands energy from the global south
The numbers are staggering, almost mythological in their sheer scale. CoreWeave’s Q2 revenue hit $2.58 billion, more than doubling from last year and fueling a massive 13% jump on August 11th.
By Sophie Naimi ·
Pattern perfected data arbitrage in old retail channels, like Amazon
The story of David Wright and Melanie Alder, as chronicled by forbes.com, is a textbook case study in modern American capitalism: how two people started reselling fridge magnets…
By Ray Dombrowski ·
Trade Desk guidance fails to meet analyst consensus for Q3 revenue
The market, bless its frantic heart, has a habit of mistaking temporary stability for enduring strength. This week, we saw that pattern play out in the ad-tech sector with Trade Desk (TTD).
By Adele Rutherford ·
Sandisk's $14 billion buybacks fail to stop Wall Street hype
It is always a peculiar thing to watch money move in these rarefied air currents of tech valuation.
By Caroline Ashford ·
Semiconductor Sell-Off: 1 Chip Stock to Buy, 1 to Hold, and 1 to Sell
The semiconductor sector just had its moment—a spectacular, over-leveraged fireworks display that left many investors dizzy and some stocks twitching.
By Imani Sutton ·
I asked ChatGPT for the probability of SpaceX stock falling below $90. It said…
The sheer volume of breathless speculation surrounding SpaceX stock is exhausting.
By Elena Rossi ·
SpaceX Stock: Looking For A Bottom (NASDAQ:SPCX)
The sheer velocity of this thing is dizzying.
By Imani Sutton ·