Microsoft–OpenAI Deal Redrawn: Why the New Terms Could Turbo-Charge Microsoft’s AI Flywheel
What Changed in the Partnership Clearer Economics & Access Microsoft now has more explicit, durable rights to use OpenAI’s models across products...
Boeing Q3 2025 Earnings Preview: What to Expect on Revenue, EPS, Cash Flow, and Production
Headline Expectations Revenue: Analysts broadly cluster around ~$21.6–$21.9 billion, up strongly year over year on higher commercial deliveries. EPS: The Street generally models...
Amazon Q3 Preview: Focus Turns to AWS Margins, Holiday Guide, and AI Capex
Amazon reports fiscal Q3 2025 results on Thursday, October 30, after the bell (2 p.m. PT / 5 p.m. ET)....
The Week Ahead in Macro (Oct 27–31, 2025): US GDP & PCE, Eurozone Flash CPI, BoJ Decision, China PMIs
Why This Week Matters A dense end-of-month slate will reset rate expectations into November. The U.S. growth–inflation combo (GDP + PCE) lands alongside Eurozone inflation...
Wall Street Today: Stocks Rise as CPI Cools; Focus Turns to Fed Cuts and Earnings
Market snapshot (Fri, Oct 24, 2025 — Europe/Berlin) Equities pushed higher after the September CPI print came in a touch below consensus, helping...
IonQ’s overnight surge: what’s behind the jump—and what matters next
IonQ (IONQ) ripped higher into and through the off-hours, leaving many traders staring at gap-heavy charts this morning. The tape...
Nvidia Stock Today: Pullback as Semis Slump, $180 Hinge Tested
Nvidia (NVDA) traded lower today, giving back ground as the broader semiconductor complex sold off. The stock slipped through the $180 handle...
What’s next for the S&P 500? The Bull Case Built on AI, Lower Rates, and $7T in Cash
A top Wall Street strategist says the S&P 500 could reach 8,000 by next June, powered by AI-driven earnings, falling interest...
Amazon Stock Rises: What Really Drove the Bid?
A widespread AWS incident briefly knocked high-profile apps offline, yet AMZN traded higher. Investors treated the disruption as transient operational noise rather than...
The Macro Week Ahead (Oct 20–24, 2025): CPI Meets PMIs, Plus a Busy Housing Tape
Executive Summary The coming week is a high-beta blend of growth and inflation signals. The marquee drivers are Friday’s U.S. CPI and...