Google’s AI Reshuffle Is a TPU War
The Hassabis shift and the Dean exit are symptoms. The chip allocation fight is the disease.
Economy
When the VIX Rises With Stocks, Pay Attention
The options market is flashing a signal it almost never sends. Here is what it means for bargain hunters right now.
ABNB Hit a Multi-Year High. The AI Payoff Is Showing Up.
Three straight EPS misses ended Thursday night. The guidance raise and the cost data explain why this is different.
Big Oil Just Had Its Best Quarter Since 2022
Brent posted its biggest monthly gain since March. Exxon, Chevron, and Shell earned a combined $404 million in profit per day. The question now is whether the market is pricing peace correctly.
GM’s Hybrid Bet Is Hiding in a Corvette
The Grand Sport X is the only hybrid GM sells in the U.S. That says more about electrification credibility than a dozen press releases.
Mastercard Is Down 13% This Year. Q2 Reports Thursday.
Twenty straight earnings beats, a $5.7 billion buyback, and a headwind that may already be fading.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and record EBITDA are not yet in the guidance.
Constellation Energy Is Down About 38% From Its High. Nuclear Just Became the AI Trade.
Q1 revenue beat estimates by about 24%. The selloff may be the opening.