New Mac mini and Mac Studio ship today, pitching a shift in AI budgets.
Two forces are pulling at oil simultaneously this week, and the direction Brent settles by Friday will...
Five days after the Fed's first rate hike since 2023, the index closed at 27,122. Three supports...
September 22, 2026 Bonus Content: Defence Stocks Are Up Since 2022. Can Peace Unwind Them? A note...
September 21, 2026 The bond market is asking hard questions about whether a $65 billion AI conviction...
With Merz calling Sunday's CDU result a 'disaster' and the AfD now winning back-to-back state elections, German...
September 21, 2026 Bonus Content: Volkswagen’s 1% Margin Is the Crisis. Can Cuts Fix It? A note...
A Treasury carve-out for biopharma could keep $110B in deals flowing and raises a harder question about...
Jensen Huang’s unit-volume forecast puts 2027 on the line. The real question is whether TSMC’s packaging lines...
The debate around AI infrastructure stocks has always been about time: how long will it take for...