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Getty Walks Away From Its $3.7 Billion Shutterstock Merger: How a London Regulator Killed the Deal — and What It Says About AI and Takeover Risk
When a Regulator Kills a $3.7 Billion Merger Some Mondays the market-moving story comes not from an economic release but...
The Transatlantic Digital-Tax Showdown: Why Trump’s 100% Tariff Threat Just Undercut the Freshly Sealed EU Trade Deal
It was supposed to be the summer of transatlantic calm. On July 1, the painstakingly negotiated trade agreement between the...
The EV Shakeout Begins: Rivian Soars on a Guidance Raise While Tesla’s Record Quarter Gets Sold Off
Tesla just delivered the best second quarter in its history — 480,126 vehicles, up 25 percent from a year earlier,...
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15 INVESTORSWhat the world's best investors are buying & selling right now.
Apple trimmed to 22.6% — AXP now #2 at 20.5%, cash ~$300B
80% in AI puts (PLTR & NVDA) — plus contrarian Pfizer calls
New positions in financials (XLF) and equal-weight S&P (RSP) — trimmed biotech
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Start AI Portfolio Analysis →- The Jobs Report, Decoded: How to Read America’s Most Market-Moving Number — and Why Every Print Cuts Both Ways
On the first Friday of most months, at exactly 8:30 a.m. New York time, a single government release can add…
- The Great Rotation Playbook: Why Money Is Fleeing Big Tech — and the Complete Sector Map for 2026
This was the week the AI trade cracked. The Nasdaq lost 4.6 percent across five straight losing sessions and closed…
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