Alphabet Joins Dow, Verizon Exits Amid Tech
The Dow Jones Industrial Average is rebalancing to better reflect the modern economy.
The Long View: Leverage and Korean Contagion
Leveraged ETFs tracking Korean chipmakers liquidated $6 billion in shares this week. This mechanical unwind reveals a deeper market fragility.
AI Infrastructure Limits: Market Reevaluates
Data center thermal logs reveal sustained high temperatures for Hopper-generation GPUs.
AI Chip Selloff Rocks Global Tech Markets
Wall Street and Asian markets saw significant tech share declines. Concerns about AI rally sustainability and potential interest rate hikes fueled the
SpaceX Dips, IBM Rises, AMC Plunges Amid Tech
Broader market concerns about sustained high interest rates are driving a significant rotation out of growth stocks.
Cash Flow Reveals True Market Valuations
Current market valuations, especially for growth names, show a mispriced risk. Unprofitable companies will face a reckoning as capital remains expensive.
Cotopaxi's Durable Luggage: FCF and Repair
Cotopaxi is launching a new luggage line with a repair-led model, challenging traditional planned obsolescence.
SpaceX IPO Sparks ETF Arbitrage, AI Cash Burn
SpaceX's IPO triggered unusual ETF arbitrage flows, revealing market inefficiencies.
Strategy Inc.
Strategy Inc. continues to acquire Bitcoin, relying on common stock issuance for funding.
CRH Nears Arcosa Acquisition for Building
The Irish building materials giant CRH is reportedly close to acquiring Dallas-based construction firm Arcosa.