With the (not insignificant) caveat that Nvidia’s yet to report, the handful of US companies
Category: Markets
You Get Tariffs, You Get Tariffs, You Get Tariffs…
Donald Trump’s the Oprah of trade levies. “You get tariffs, you get tariffs, you get
Amazon Asks For Patience Amid Slower Sales, Soaring AI Spend
Amazon said Thursday sales grew 10% to $187.8 billion during the holiday quarter. That was
Silver Linings And Catch-22s
Wall Street’s good at finding reasons to stay bullish. Note: Being good at coming up
A Dove’s Coup
Catherine Mann and diehard dove Swati Dhingra wanted to go big on Thursday, when the
Scott’s First QRA
Treasury believes its current auction sizes leave it well positioned to address potential changes to
Google Falls Short In Cloud, Overshoots On Capex
Alphabet on Tuesday turned in a set of results which, at first glance anyway, looked
New Clippy
I talked at some length earlier this week about Mag7 capex, and the extent to
What Tariff Man Hath Wrought
Anywhere between 5% and 10%. That’s how much US equities could sell off as a
‘An Act Of Economic Warfare’: Tariff Man Trump Stuns Global Markets
Donald Trump’s latest and “greatest” tariff escalations roiled global markets on Monday. From Taipei to
US Stocks Break January Inflow Record With $76 Billion Haul
If you were curious, 2025’s off to a solid start on the flows front. For
What If Trump’s American ‘Golden Age’ Is A Sunset?
How ironic would it be if “US exceptionalism” in all its various manifestations peaked in
Apple’s ‘Great’ Could Be Better
Apple on Thursday reported what it was probably fair to call mixed results for a
Remember: Tesla’s Not A Car Company
It’s a good thing Tesla’s not a car company. If it was, the multiple on
Microsoft, Meta Reports Overshadowed By DeepSeek Menace
Microsoft’s “helping customers unlock the full ROI of AI,” Satya Nadella declared on Wednesday afternoon,
Powell Parries Trump Questions, Says Fed In Wait-And-See Mode
“I think policy’s well-positioned,” Jerome Powell said Wednesday, while parrying incessant Trump-related questions after the
Buying The DeepSeek Dip
I’ve been doing this — and on most days, I’m not even sure what “this”
Zuck Dodges AI Selloff On ‘DeepSeek Of The West’ Hype
One of the more interesting aspects of the early-week DeepSeek panic on Wall Street was
Little Red Box
“An excellent AI advancement and a perfect example of Test Time Scaling.” That’s DeepSeek, according
Nvidia’s Half-Trillion DeepSeek Crash Says Singularity’s Upon Us
We talk a lot about the “wealth effect” as it relates to the interplay between
AI Paradigm Shift? McElligott Weighs In On DeepSeek Shock
“I’m not gonna try to play semi- / AI- expert here,” Nomura’s Charlie McElligott said
Will DeepSeek Deep-Six The Mag7?
“More investment does not necessarily lead to more innovation.” The quote’s from quant fund manager
As Stimulus Rally Slips Away, China Resorts To State-Buying
If you’re new to these pages, you might come away suspecting I’m a China-phobe. I
A ‘Monster Vibe Shift’
Don’t look now, but US equities are within shouting distance of record highs, on track
Where To For Stocks? Ask Bonds
What was the biggest takeaway from last week’s post-US CPI price action? Maybe that’s an
As Corporate America’s Interest Burden Collapsed, US Government’s Soared
Much has been made of the C-suite’s falling interest burden, a trend that accelerated in
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