Payrolls Land. Now the Fed’s Internal Fight Becomes Your Trade.
A split FOMC, a 10-year yield at 4.78%, and average hourly earnings are the only numbers that matter before the open.
A split FOMC, a 10-year yield at 4.78%, and average hourly earnings are the only numbers that matter before the open.
The Aug. 31 framework deals for PAC-3 MSE and THAAD parts are quietly assembling a defense revenue stack for years.
Broadcom’s fiscal Q3 results land Sept. 2, with AI semiconductor revenue guidance at a make-or-break level.
Brent’s slide toward $88 and Trump’s hardline Iran turn set up two trades inside the same barrel.
A 10.5% drop in new home sales and rising hike odds set up the housing complex for a critical technical test.
Enterprise revenue grew 7.8%, cash flow guidance rose, and $1.3B of buybacks remain. The question is what deserves the credit.
A $4.7 billion buyback, a $3 billion ad business, and Ackman re-entering after a multiple reset.
When recession odds are debated and gold is near record highs, these five companies keep writing checks regardless of what the economy does next.
The $105B Ohio guarantee makes Nvidia landlord, banker, and arms dealer of AI.
DeepSeek just went public with its plan to unseat Claude Code. The real fight is not about benchmarks.