Economy

Data-sovereignty laws are pushing some workloads out of the cloud and into local hardware. That is a real edge computing tailwind.

Moderna’s Phase 3 melanoma win was historic. Days later, a convertible note deal is the real question investors must answer.

Bitcoin is up about 22% in a month on Clarity Act momentum and a short squeeze. The Senate cloture vote is 19 days away, and the outcome is genuinely uncertain.

The CLARITY Act cloture vote is the one midterm event that could actually move Coinbase’s earnings line, not just its stock price.

Trump’s Jan. 1, 2027 Canada auto and steel tariff opens a dated, asymmetric pair: domestic mills on one side, cross-border freight on the other.

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.

A record-pace bond issuance cycle and a transformed IPO access model are rewriting what retail investors can actually do in 2026.

AWS signed. The stock is down 59%. The backlog is $638B. One of these is wrong.

The model is not the moat. IBM’s Consulting Advantage platform is the real strategic bet, and the OpenAI deal is the clearest sign yet.

The Hassabis shift and the Dean exit are symptoms. The chip allocation fight is the disease.