Harvey Walker3 min read
Meta stock swung wildly this week after reports it plans to launch a cloud computing business. Here is what the move means for valuation, momentum and the risks ahead.
Harvey Walker3 min read
The US and China are floating tariff cuts on farm goods to protect their trade truce, but Chinese soybean buyers have committed to just a sliver of the pledged 25…
Harvey Walker3 min read
Nasdaq's rule change fast tracks SpaceX into the Nasdaq 100, meaning QQQ will soon hold shares of the space company. Here's how big that position could get.
Harvey Walker3 min read
OpenAI is weighing a 5% government stake as political pressure mounts over AI profits, with Bernie Sanders pushing nationalization and rivals floating their own redistribution plans.
Bobby Ramos3 min read
June's jobs report showed hiring cooling sharply, with only 57,000 positions added versus the 113,000 expected. Here is what the slowdown could mean for your savings, loans, and budget.
Eli Castillo2 min read
Microsoft launches a $2.5 billion company to help enterprises mix and match AI models instead of relying on one provider, joining Amazon and Palantir in a fast shifting market.
Harvey Walker2 min read
June hiring slowed sharply to 57,000 jobs, well below forecasts, even as unemployment dipped to 4.2%. Here's what the surprising jobs report really signals about the labor market's health.
Harvey Walker3 min read
The US has passed on a full USMCA renewal, choosing yearly reviews instead. Here is what that means for trade with Canada and Mexico, and what officials are negotiating next.
Eli Castillo2 min read
Microsoft is committing $2.5 billion and 6,000 engineers to a new unit called Microsoft Frontier, aimed at pushing enterprise clients past AI pilot programs into real deployments.
Eli Castillo2 min read
Microsoft is putting $2.5 billion and 6,000 engineers behind a new unit that embeds staff inside client companies to build AI systems, joining Anthropic, OpenAI and Amazon in a fast…