Macro
Treasury Secretary Scott Bessent's $4 billion bond buyback announcement has reignited the dollar debasement trade, sending shockwaves through currency and commodity markets. We break down what it means for investors.
Tech
Bloomberg reports Nvidia has notified its largest customers of AI server price hikes exceeding 15%, driven by soaring memory chip costs. With Q2 earnings due August 26, here is what the pricing shift means for the hyperscalers and the broader AI buildout.
News
There is a number that Wall Street could not stop talking about on Wednesday: 177. That is how many percent Moderna's stock surged on August 20, 2026 - its best single trading session in the company's history - after Moderna and Merck announced that their personalized mRNA cancer
Macro
Goldman Sachs data shows hedge funds suffered their worst underperformance vs the S&P 500 in over 20 years in July 2026. Here is what the AI crowding unwind means for markets heading into Jackson Hole.
Tech
Google's $12.2 billion warrant agreement with Marvell signals a major shift in the custom silicon supply chain, challenging Broadcom's decade-long dominance as the primary partner for Google's AI chip development.
Tech
There is a number that defines what Tesla is about to attempt: zero. That is how many steering wheels or brake pedals will be inside the Cybercab when it begins carrying passengers on public roads in Austin, Texas - potentially within days. For the first time in the history of American
Wall Street Wire
In the drive to achieve American magnet supply-chain security, the U.S. has a missing middle. Only a few under-the-radar stocks could be positioned to answer the call. Evolution Metals & Technologies Corp. (NASDAQ: EMAT) is one of them.
Leading coverage and analysis of the latest developments on wall street and the companies that trade on its exchanges.
There is a number that defines the mood on Wall Street this week: 0.6. That is how many percent July retail sales fell - the steepest monthly decline since May 2025 - and it landed just days before the most consequential consumer earnings gauntlet of the year. Home Depot reports this
The long bond, oil, and semiconductors all moved on Monday. They did not agree.
A White House proclamation signed August 13, 2026 imposes sweeping tariffs on foreign drones and authorizes an onshoring program for domestic manufacturers, changing the economics of the U.S. drone industry with 21 days’ notice.
There is a number that defines what is happening in the US bond market right now: 5.2. That is how many percent the 30-year Treasury yield briefly touched last month - its highest level since 2007, a 19-year peak that has rattled mortgage borrowers, corporate treasurers, and fixed-
There is a number that defines America's energy security situation this week: 298. That is how many million barrels of crude oil remain in the U.S. Strategic Petroleum Reserve - the lowest level since January 1983, and a figure that experts say has crossed a threshold from which
There is a number that Wall Street cannot stop talking about this week: 2 trillion. That is how many dollars Anthropic's investors expect the Claude developer to be worth when it goes public in October - a figure that would make it the largest initial public offering in the
Trump’s new drone tariffs could reshape U.S. defense supply chains fast. As Washington pushes critical components and rare-earth magnets away from China, One company's existing magnet production and expansion plans could position it as a standout beneficiary | NASDAQ: EMAT
When Applied Materials reported its fiscal third-quarter results on August 13, the numbers were not just good - they were historic. Record revenue of $9.12 billion, up 25 percent year over year. Record non-GAAP earnings per share of $3.50, up 41 percent. Record cash from operations of
Alpha Tau's TASE dual-listing lands on an exchange that returned ~52% in 2025, drew a ~5% stake from Bill Ackman, and channels passive index flows into new entrants — Palo Alto alone drew ~NIS 800M in ETF demand. At ~$1.2B, Alpha Tau clears TA-125 size on size alone.
There is a number that defines what Super Micro Computer reported on Tuesday night: 315. That is how many percent the company's earnings per share grew in its fiscal fourth quarter compared to a year earlier - a figure that, in isolation, would be remarkable for almost any company.
There is a number that defines what Nvidia announced on Monday: 500. That is how many billion dollars the chipmaker is aiming to mobilize in third-party capital for AI infrastructure - a figure so large it would rank among the biggest financing initiatives in the history of American industry. But
Wall Street entered Monday morning carrying a peculiar kind of anxiety - the kind that comes not from a market in freefall, but from one sitting near all-time highs while the economic data underneath it starts to crack. The S&P 500 is up more than 13% year-to-