Category: Top News

This week’s 3-, 10-, and 30-year auctions offer rare income levels and they reset the hurdle for stock returns.

SpaceX is about 34% below its June peak. That is the price discovery Anthropic’s bankers are racing to get ahead of.

After a positive August and a 13.1% year-to-date gain, history says September can still be positive. The real threats are three events inside the next 16 sessions.

Full-time mandates are producing bodies in chairs, not measurable gains, and the data on who leaves first is the number executives should be watching.

Salesforce’s 23% surge deserves scrutiny on cRPO and Agentforce ARR, not the $5.90 EPS that investment gains inflated.

Freeport restarts in late August as EU storage lags seasonal norms.

Japanese households are being asked to fund OpenAI at 4.3% to 4.9% on paper rated BB+ by S&P. The committee thinks the payoff asymmetry runs in the wrong direction.

SpaceX and Tesla committed $16.8 billion to phase one of a 100-million-square-foot chip megafactory in Grimes County, Texas. The $119 billion ceiling gets the headlines. The execution gap is where the real trade lives.

A $500 billion financing consortium reframes AI compute as infrastructure debt. The real debate is whether chips can hold their value long enough to repay it.

The Adit Ventures case is a warning for pre-IPO funds promising access to SpaceX, Klarna, and the next blockbuster listing.