Home Sales at a Record Low. That Is What a 5% Treasury Looks Like.
With mortgage rates around 7.4% and pending sales at a Redfin record low, housing is the clearest proof that monetary policy is already biting.
Sweden Blocks ChatGPT and Claude. Microsoft Earnings Are Wednesday.
Sweden’s cabinet offices blocked ChatGPT and Claude today and kept Copilot. That call, plus recent AI security scares, makes MSFT a clear near-term beneficiary.
Three REITs Earning Their Income Right Now
Welltower, Prologis, and VICI are not just surviving higher rates. They are growing through them.
GE Vernova Is Down 30% From Its High. Tuesday Changes Everything.
A $176 billion backlog and a 20-gigawatt run rate put cash in focus.
Anthropic Grew Revenue 250% in Nine Months. Its IPO Meets a Market Repricing AI Risk.
Anthropic’s November debut follows a spike in CoreWeave’s credit stress
Constellation’s Running Reactors Are Worth More Than Any SMR Promise
Google’s 20-year uprate deal shows the scarce asset is a plant already on the grid.
American Express Tests Whether Affluent Spending Holds
With consensus near $4.49 a share on $20.12 billion in revenue, the Q3 report is the clearest read yet on whether premium card spending can hold the US consumer story together.
The 10-Year Yield’s Drop Below 5% Is an Alarm
When Treasuries rally because tech is collapsing, the bond market is talking about stocks, not interest rates.
SAP Crossed €10 Billion in Quarterly Revenue. Customers Cannot Leave.
Europe’s largest software company is deepening the lock-in, and AI is making it stickier, not weaker.
GPT-6 Lands on Google Cloud. The Cloud Giants Are the Story.
When every hyperscaler sells every frontier model, the fight shifts to power, price, and data ownership.