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Nvidia reports Wednesday. Jackson Hole opens Thursday. PCE lands Wednesday morning. Six software companies test whether AI is eating their revenue or growing it. All of it hits a bond market that just erased Treasury's first attempt at reli...
Bessent doubled Treasury buybacks. The 30-year gave him one session. Anthropic moved toward a record IPO, Broadcom answered a lost Google deal with $100 billion of financing, and Walmart exposed the consumer split. Five days that found the...
AI bond issuance hit $220B and tech now trades wider than investment grade. Hedge funds had their worst month in 20 years. Bitcoin neared $80K. Software is fighting for its life.
MARKET PULSE
Yields Held High. Bitcoin Neared $80,000. Dow...
Anthropic is targeting a record-breaking IPO that could top SpaceX's. Broadcom is raising $100B for AI chip financing. Warsh faces a Fed independence test at Jackson Hole. SpaceX secured $8B in Golden Dome contracts. JPMorgan layoffs hit a...
The 30-year yield reversed Bessent's buyback rally in 24 hours. Walmart fell nearly 10% on its weakest sales in six years. Stripe bought OpenRouter for $7 billion. Off-grid data centers are failing. Employer health costs will hit an 11.1% i...
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