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Nov 14, 2025
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15 min read
The shutdown ends and volatility begins. AI leaders lose altitude, hyperscalers rewrite chip politics, StubHub trades on uncertainty, and a K-shaped economy makes markets... not jobs... the first point of failure.
Nov 13, 2025
14 min read
AI suppliers ride startup losses, Verizon launches its largest reset on record, early-stage defaults rise again, and the IRS lifts retirement caps for 2026.
A six-week data blackout ends just as the market rotation accelerates... Cisco rewires the AI trade with a monster order book... and crude piles up so fast OPEC+ may be forced into a price war.
Nov 12, 2025
Financials are feasting, tech is tanking, and gold’s glittering again, welcome to the new market split. Although... the last time markets felt this euphoric, it didn’t end well.
Hawks, doves, and data blackouts, December’s cut could break more than policy. The Dow’s euphoric and the Nasdaq’s exhausted.
Nov 11, 2025
Paramount’s betting big on Ellison’s reinvention, Nebius just learned growth can hurt, and Americans are financing cars like houses.