What Last Year’s Shutdown Tells You About This One
The October 2025 shutdown erased a jobs report and barely dented the S&P 500. Here is the calm playbook if history repeats.
Category: Politics
Robinhood Is Now Out-Earning Crypto With Prediction Markets
Last week’s CFTC fireworks matter long-term. But Robinhood’s event-contract revenue is already visible in the latest quarterly results.
Which Multinationals Actually Earn China
Beijing’s latest stimulus rewards durable local franchises, not those hoping policy rescues cyclical demand.
Tesla’s 2.98M-Vehicle Recall Is a Headline, Not a Bill
When the fix is software, vehicle count says little about cost.
Nvidia Is Circling the Inference Market Again
The Rebellions talks are about inference dominance, a narrowed regulatory corridor, and a Korean government that already said no to a clean exit.
The $65B Number Is About to Meet an Auditor
The public S-1 could land this month. How much ARR survives GAAP scrutiny?
Two Miners to Own. One to Avoid.
Agnico Eagle and Kinross just posted record cash flow. Newmont is shrinking while costs rise.
DE Is Up 32%. The FY2027 Order Gap Is the Risk.
Deere reports Q3 Thursday. The EPS beat is largely priced in. The end-of-period order signal decides everything.
The Cloud Just Got a Quantum Layer
Oracle and Quantinuum aren’t announcing a research project. They’re announcing the architecture of the next computing stack.
The ROIC Question Is Finally Getting Answered
JPMorgan’s latest target raise is about backlogs converting into recognized revenue.