Economy

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.

The options market is flashing a signal it almost never sends. Here is what it means for bargain hunters right now.

Three straight EPS misses ended Thursday night. The guidance raise and the cost data explain why this is different.

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.

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.

Twenty straight earnings beats, a $5.7 billion buyback, and a headwind that may already be fading.

A Meta nuclear PPA and record EBITDA are not yet in the guidance.

Q1 revenue beat estimates by about 24%. The selloff may be the opening.