Financial News & Analysis
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Reddit grew revenue 61% and nearly tripled profit. The stock fell 20%+ today because of four words:...
Reddit stock dropped 20%+ despite strong earnings due to AI search referral concerns, sparking retail discussion on market overreaction.
"They won't go bankrupt" and "The demand for their product or services will increase over time" are...
Post criticizes using 'too big to fail' or 'demand will increase' as sole investment reasoning, urging deeper financial analysis.
AMZN and the dark side
Bearish critique of AMZN's earnings, highlighting guidance miss, paper gains, AI capex risks, and potential datacenter overbuild.
Analysis: Markets heard a dovish Kevin Warsh. The Fed chairman's own words suggest a rate hike
Market's dovish take on Warsh may be wrong; closer reading hints at imminent rate hike.
Big Tech’s AI Divide Widens | Open Interest 7/31/2026
Amazon's AI strength contrasts with Apple's chip challenges, while improving consumer sentiment adds optimism amid August risks.
Reddit's Alleged Fallout with Google Explained Through Storytelling
Speculative storytelling about Google's reliance on Reddit data for AI amid competition with ChatGPT, hinting at business tensions.
Warsh goes blank
Criticism of new Fed chair's minimal communication policy raises uncertainty over monetary policy direction.
NXP in talks to buy $3bn-plus designer of camera chips for self-driving cars
NXP in talks to acquire a $3bn+ camera chip designer for autonomous vehicles, signaling semiconductor consolidation.
Trump says U.S. has 'not agreed to' grant Ukraine Patriot missile licenses
Trump says US hasn't agreed to grant Ukraine Patriot missile licenses, signaling potential de-escalation.
As Warsh’s Fed faces pressure to act on inflation, these indicators show it’s at its lowest in years
Trimmed mean inflation measures are at multi-year lows, suggesting underlying price pressures are easing despite headline figures.
Chile Posts Weakest Copper Output for Second Quarter in 19 Years
Chile's copper output hits 19-year low for Q2, signaling tight supply and potential price increases.
More on the Fed’s New Game of Monetary Policy Football
Bloomberg analysis revisits the Maradona theory of interest rates, examining how Fed forward guidance shapes market expectations.