Shopify’s 7% Rally Reveals the Real Battle: Who Owns the Agentic Checkout?
Amazon is building a wall around its customers. Shopify is renting its rails to everyone. One of these strategies compounds for a decade.
AMD, Arm, and Intel Reset the AI Trade
When server processors surge past Nvidia in one session, investors have to ask whether GPUs are still the scarce asset.
The Rare Earth Sticking Point That Could Sink Thursday’s Summit
Markets are priced for a deal. Beijing’s Japan curbs suggest the terms are nowhere near settled.
Big Pharma’s Pipeline Is Now Made in China. Does Wall Street Know?
Treasury’s drug-licensing carve-out doesn’t just protect trade. It reveals how dependent major drugmakers already are on China to manage their patent cliffs.
Anthropic May Ship the Model Its CEO Said We Should Wait For
What a nine-day reversal suggests about Anthropic’s identity before any IPO listing.
Diesel Margins Near $85 Over Brent Are Deciding Refiner Earnings. Crude Is a Sideshow.
Brent fell three straight sessions as Saudi export fears eased, while diesel cracks stayed near records. The gap between them is this quarter’s defining trade.
SpaceX Delayed Starship to Sept. 28. Rocket Lab and Intuitive Machines Paid More for It.
SPCX slipped 1.4% on the pushback, but RKLB and LUNR fell harder. Here is what traders need to track before the launch window opens.
5 Market Events That Will Define Your Week
From a homebuilder bracing for a 44% earnings drop to McDonald’s make-or-break strategy reveal, here is what matters from September 22 to 23.
A Weak Treasury Auction Tuesday Could Hit Homebuilders Fast
With $139 billion in supply and the 10-year near 5%, auction demand could flow into rate-sensitive stocks within hours.
Target’s $30B Owned Brands Have a Margin Problem
Same-day delivery is winning shoppers back. Turning that traffic into profit is the harder job.