Microsoft Up Nine Percent, Meta Down Nine Percent — Same Evening, Same Bill
On Wednesday evening, minutes after the closing bell in New York, two of the most valuable companies on earth reported […]
Market Commentary
Market analysis and commentary on current events.
Six Hours Before the Rate Decision, It Is Still a Coin Flip — and That Is Exactly the Point
At 2:00 p.m. Eastern time on Wednesday, the Federal Reserve will announce what it is doing with the policy rate.
$950 Billion in Orders, Then the Worst Day in Two Decades — the Market Has Stopped Asking Whether AI Demand Is Real
Over the weekend, the memory chip industry received the strongest confirmation of demand it has ever been given. Samsung Electronics
Oil Falls Nine Percent Because Nothing Happened for Two Nights — and That May Decide Wednesday’s Fed Meeting
Oil is down as much as nine percent this Monday morning. There is no new production quota behind it, no
Israel Wants Its Missile Makers on Nasdaq — Three Weeks After Europe’s Tank Maker Failed to Go Public
For two years, defense was a demand story. It was about budgets, about order books, about NATO’s 5 percent pledge,
The Fed Decides Wednesday on an Inflation Number That Has Already Expired
At 2:00 p.m. New York time on Wednesday, 29 July, the Federal Reserve will publish its interest rate decision, and
Intel Turned the AI Capex That Buried Alphabet and Tesla Into Its Fastest Growth Since 2011
For most of this year, the market had made up its mind about Intel. The company that once defined American
Alphabet and Tesla Just Answered Opposite Questions With the Same Minus Sign
Yesterday BMInsider posed two questions ahead of the earnings double-header, and they were deliberately opposite in shape. To Alphabet: can
Two Giants, One Night: Alphabet and Tesla Pose the AI Trade Two Opposite Questions
This evening, minutes after the closing bell on Wall Street, two of the most argued-over companies of the year step
Ryanair Loses a Third of Its Profit — and Warns Europe’s Airlines of a Difficult Winter
A Third of the Profit Is Gone — and That Is the Good News Ryanair reported fiscal first-quarter results on