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Nov 3, 2025
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14 min read
AI’s growing appetite, Buffett stacks billions, Big Tech builds smarter, and Wall Street bets the profit streak can outlast the caution as the economy balances patience with power.
Oct 31, 2025
13 min read
Wall Street finished October on a high note as Amazon’s blowout rally and Big Tech’s massive AI spending spree reignited growth fever and pushed markets back into bullish territory.
15 min read
A relief rally ends October’s volatility, Big Tech’s earnings redraw the AI curve, and investors are looking to enter November with clearer priorities and thinner patience.
Oct 30, 2025
Markets meet their first true test of conviction as the Fed tempers cuts, tech’s costs explode, and geopolitics delivers calm without clarity.
The Fed’s “far from it” message cooled rate-cut fever, resetting expectations as policy divides widen. Trump and Xi’s one-year trade truce steadies tariffs but not trust. Microsoft spends, Alphabet scales, Meta stumbles ...revealing the real cost of the AI era.
Oct 29, 2025
Powell trims again, Nvidia hits $5 T, and industry giants scale back ... a day that tested faith in the cycle.