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Sep 24, 2025
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14 min read
OpenAI sketches a $1T data bet, the NFL tests early leverage, Amazon stumbles on cloud growth, and housing’s real strain isn’t rates — it’s prices.
Sep 23, 2025
12 min read
Nvidia’s $100B push, Lilly’s $6.5B pharma build, Disney’s affiliate standoff, crypto liquidations, and a rallying Plug Power test investor conviction.
9 min read
Wall Street rides the AI wave, Disney backtracks on Kimmel, Amazon faces trial, Scaramucci raises big, and First Brands fights for survival.
Sep 22, 2025
Nvidia’s $100B OpenAI bet lifts stocks, gold and cash keep hedges alive, and renewables show a global power shift.
11 min read
Investors hedge with record gold and $7.7T in cash as equities hover near highs. Powell’s post-cut remarks tomorrow could tip the balance.
Sep 19, 2025
8 min read
Lennar pays for incentives, Toll retreats from rentals, Pattern and xAI make bold plays, and Congress stumbles.