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 […]
Market Commentary
Market analysis and commentary on current events.
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,
Just 57,000 New Jobs: America’s Labor Market Cools — the Dow Hits a Record High While the Chip Rout Deepens
For three months, Wall Street had learned to fear a strong jobs report. Every upside surprise in hiring fed the
Tesla’s AI5 Chip Just Taped Out — Why a Piece of Silicon Sent the Stock Up 8% and Cemented Its Pivot From Carmaker to AI Company
Elon Musk did not unveil a new car, a cheaper Model, or another robotaxi city. He announced a chip. And
Wall Street Closes Its Best Quarter Since 2020 — Now Comes the Hard Part: Records, a Hawkish Fed, and a Jobs Report That Could Reset Everything
A record quarter that felt like a war zone The numbers on the scoreboard suggest a straight line up. The
A New Rival for SpaceX: Rocket Lab to Buy Iridium in $8 Billion Deal to Build a Vertically Integrated Space Powerhouse
A New Space Powerhouse Is Born — and It Has SpaceX in Its Sights For most of the past decade,
Money Flees America for Europe: J.P. Morgan Lifts Stoxx 600 Target to 680 as the Great Rotation Turns Transatlantic
While Wall Street whispers the word “bear market,” the cash registers are ringing in Europe. In the very week that
Bitcoin Slips Back Below $60,000: The Crypto Winter Deepens as Money Chases AI
The week Bitcoin slipped back below $60,000 — and crypto’s long winter got colder There was a moment this week
The Great Rotation: This Was the Week the AI Trade Cracked — Money Flees the Tech Giants as Bank of America Calls for Three Rate Hikes
It was the week the story cracked. For months a single narrative had carried the market higher: artificial intelligence, bottomless
The AI Memory Bill Reaches the Customer: Apple and Microsoft Hike Prices as the Tech Giants Tumble
It is the punchline the skeptics of the AI boom have been warning about for months — and it hit